Financial services in Bruarong, Victoria 3749
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Advisors & Professional Services
Perth Aged Care Financial Advisers
Provided by
Perth Aged Care Financial Advisers
Perth Aged Care Financial Advisers are here to assist with navigating the complexities of residential aged care. Our personalised approach is proven to make a real difference, whether it be for yourself or a family member. Our goal is to help manage your family's finances wisely and avoid costly mistakes. Our specialists ensure you understand the intricate and ever-changing rules of aged care fees, alleviating stress for families during this challenging time. Trust us to guide you through a stress-free transition into residential aged care, ensuring peace of mind.
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At Real Estate Care Service, we understand that entering into care can be a very traumatic and life changing experience for many individuals and their families; particularly when that process involves selling the family home.
As vendor advocates, our services are specifically tailored to help families and powers of attorney understand and manage the process of selling a property, following a loved one entering into care.
With an in depth knowledge of the financial implications of entering aged care, our team understand the importance of obtaining a realistic appraisal to correctly determine the type of accommodation bond and fees one pays in aged care.
Which is why we pride our key strength on selecting not only the best agency, but the best operator within that agency. Whether it be for an appraisal to complete an aged care asset assessment or to sell a home, the right agent matters.
Looking to sell - With over 10 years’ experience working with the aged care industry, our dedicated team are here to help from start to finish, including preparing the property for sale, sourcing the right agent, managing the campaign, conducting the auctions, right through to settlement.
Assisting and working with individuals and families at this testing and transitional time is our passion. We are committed to helping you achieve a hassle-free outcome, at no extra cost to you.
Do you need to sell a property to enter aged care?
Has someone you know entered aged care and you need to sell their property?
Do you require a FREE appraisal for your Assets Assessment?
To find our more click on the ‘View Website’ button or call
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Aged care financial advice is a highly specialised field in which most financial planners only have a limited understanding. Alters' specialist lifestyle and care financial advisers are aged care specialists and are highly skilled to assist you or your loved one to make what can be a challenging transition with confidence.
We can provide you with all the information and advice you need to make an informed decision, covering key issues such as, fee structures and affordability of care, correct structuring of assets and income, maximising Centrelink/DVA Pension entitlement, and decisions around keeping or selling the family home.
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Advisors & Professional Services
Well Placed Care - Independant and Personalised Aged Care Specialists
Provided by
Well Placed Care
Well Placed Care are independent & personalised aged care specialists.
Often when care needs arise it can be a very emotional time for all involved. The time & knowledge required of you, or family members to obtain documentation and find appropriate care is often limited. We know that many of the processes involved in the aged care system can be complex and time consuming. By letting us take care of all the necessary details, you and your loved ones will have the time to concentrate on oneself and each other.
We encourage future planning to enable a proactive approach and ensure efficient, informed and gentle advice for your aged care requirements.
We have positive long term relationships with many care providers and are able to secure various discounts and priority placements.
Our services are here to assist and guide you through each step, from assessments, home care and residential placement including a 1hr appointment with our financial advisor and a post placement wellbeing follow up.
Our extensive knowledge of the industry will enable you to make informed choices when it comes to making decisions that are life changing and ultimately positive.
We are able to assist with all types of aged care including home care, respite, permanent care, emergency, transition, people living with dementia and couples care.
We have proven skills and experience in matching your family’s needs with an appropriate care provider.
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Need Help?
Do you have parents or friends who have trouble living independently, or caring for themselves?
Have you been told that your loved one requires full time care and needs to go into an Aged Care facility?
Are you unsure of the charges relating to Aged Care or concerned about ongoing fees?
Are you unsure as to how to pay for or find the money for an advertised accommodation payment to get a parent or loved one into care?
Do you want to ensure Centrelink or DVA benefits are maintained or maximised?
Let me help you navigate through the maze of information and formulate a plan, to meet all your Aged Care needs, in an easy to understand and compassionate manner
How I Can Help!
Financial Planning advice for living in Aged Care
Strategies for entry into Aged Care
Income and Expenditure Analysis for living in Aged Care
Centrelink/DVA analysis and eligibility
Discussions with aged care provider regarding entry and ongoing care fees (if required).
Contact me today for a no obligation, complimentary, initial consultation.
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ACA PrimeCare Financial Planning
Provided by
PrimeCare Financial Planning
Aged Care Advisers Australia Wide!INDEPENDENT AGED CARE SPECIALISTS SINCE 2007Interactive Video Consultations Also Available! "Aged Care Financial Specialist Australia Wide"
Financial Consultations & Advice
Expert Centrelink & DVA ServiceHome Care Options Explained
Aged Care Accommodation Placement Service
RAD & Fee Negotiation.
We Don't Do Anything Else!How does the 2025 Aged Care Reforms Impact you?Higher RADs * RAD Retention * Higher Fees!Book an appointment with our aged care experts to find the mosteconomical way forward for your loved one!Contact us on 1300 853 875 or enquire@primecarefinancial.com.auThe PrimeCare Commitment to You:
Flat Fee ConsultationsMinimise your means tested care fee
Explore all options to maximise your Centrelink / Veterans Pension
Explain the fees, charges and entry and exit costs
Explore options to retain the family home and finance the accommodation costs
Illustrate the financial implications if you sell the family home
Compare a range of cash flow scenarios to ascertain the most affordable option
Complete and lodge the Centrelink forms – to save you time
Explain all the savings available for self-funded retirees
Make all information clear and easy to understand via an information road map
Empower you to understand the aged care maze.
You're sure to find one of our expert independent advisers near you! Our Offices:Ballarat * Bentleigh * Camberwell * Dandenong * Geelong Heidelberg * Mt Eliza * Ringwood * Sunshine * Templestowe Australia Wide, Video Consultations also available!FAAA CFP® AFP ProfessionalsHolder of our own Australian Financial Services License No. 473141
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My Care Path helps elderly Australians, their carers and families, navigate, select and access the best aged care to meet their needs. Whether considering government or privately funded options, home care, residential aged care or retirement living.Our services include:
An initial conversation to understand your unique situation
Shortlisting aged care services to match your needs
Explaining fees and charges within aged care
Negotiating options and fees as your advocate
Assistance with Centrelink and admission paperwork
Support accessing and understanding ‘My Aged Care’
Please call 1300 755 702 or fill out the contact form below to receive a call back.
Advisors & Professional Services
Financial Success SA - Aged Care Specialists
Provided by
Financial Success SA
We understand that arranging alternative accommodation for a loved can be a daunting and stressful time. As specialists, we have the knowledge, experience, and professional skills to help you. It is our role to guide you through the overload of information and uncertainty, helping you to achieve the best outcomes for your family and loved ones.
We can help you with the following:
• best option for paying the entry fees
• confirming affordability of care
• best option for the family home
• best option for your income & assets
• maximising Government entitlements
• minimising ongoing costs
• maximising inheritance• completion of forms
• negotiations
• written financial advice
• staying on track
Contact: Denise Kipling on (08) 8223 6880 or email her by clicking on the 'Send a message' button. To find out more click on the 'Visit Website' button. * Denise Kipling is a Certified Financial Planner, FAAA Age Care Specialist, Accredited Aged Care ProfessionalTM, holds a Graduate Diploma in Financial Planning and has been providing Aged Care Specialist Advice since 2006; and a Member of Financial Advice Association Australia (FAAA). *Denise Kipling is an Authorised Representative No 235861 of Financial Success SA Pty Ltd ATF the Financial Success Trust ABN 68 114 614 838 t/as Financial Success specialising in Aged Care Financial Advice is a Corporate Authorised Representative No 235520 of InterPrac Financial Planning Pty Ltd AFSL 246638 ABN 14 076 093 680.Testimonials:'It has been such a relief having Denise help us with the finances for mum and dad over the past six months. She has an extensive knowledge of the ins and outs of aged care and provided us with a wide range of options which enabled us to make informed choices in regard to property, shares and investments. On top of this she showed a keen interest in mum and dad's well-being. We appreciated her understanding, patience and thoughtfulness during this challenging time.'Helen R.The advice contained within this document does not consider any persons’ objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product, persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information within this document. Persons doing so, do so at own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
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Centuria Capital (CNI) is an ASX-listed specialist investment manager with $21 billion (as at June 30, 2023) in funds under management
Centuria LifeGoals offers a range of unit linked, tax effective investment bonds that are simple and flexible to use. Centuria LifeGoals is easy to understand and manage enabling you to meet your financial goals whilst accessing your funds at any age.
Centuria Investment Bonds may suit investors that are looking for:
• A tax effective alternative to complement superannuation
• A way to build wealth over the long term
• Certainty in estate planning
• A savings vehicle for children’s education.
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Let us help you understand your financial options
Ashfords are a team of qualified accountants and financial advisors who can:• Advise whether to sell or keep the family home• Provide expert advice including analysis of current circumstances, future income and financial commitments aimed at achieving bond affordability • Advise the best way to pay the accommodation bond
• Provide investment advice • Ensure you understand the impact on Government benefits and entitlements • Assess the financial impact on a partner so they aren’t financially disadvantaged
• Provide tax advice
Contact usPhone: (03) 9551 2822Level 3, 148 Logis Boulevard, Dandenong South
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COTA Insurance is one of very few Australian insurance agencies that operates on a not-for-profit basis. All surplus funds that we generate after deducting our costs are returned to COTA (Council on the ageing) to support their great work to improve health and well being, social connectivity and participation of older Australians.Your insurance policy with us goes beyond protecting you and your assets – it also supports our great cause.
The insurance covers available include:
Travel Insurance
Home and Contents Insurance
Landlord Insurance
Car Insurance
Caravan and Trailer Insurance
Boat Insurance.
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Advisors & Professional Services
Beacon Aged Care & Retirement Advisers
Toowong, QLD 4066
Provided by
Beacon Aged Care & Retirement Advisers
Beacon Aged Care & Retirement Advisers helps you navigate the complexities of aged care with expert, personalised financial advice. We specialise in Centrelink and DVA benefits, aged care legislation, and funding strategies that bring certainty and peace of mind. Whether meeting face-to-face across Brisbane, the Gold Coast, and South East Queensland, or connecting via video anywhere in Australia, we deliver advice in plain language with transparent, fixed fees. We act quickly, explain clearly, and support you every step of the way. Let us simplify your aged care journey and give you the confidence to make informed decisions.
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OZPLAN FINANCIAL SERVICES, ASSISTING YOU IN EVERY STAGE OF LIFE
Ensuring the appropriate investment and management of your savings and assets is an ongoing task beyond your initial retirement and sound advice continues well into your senior years. Changes to lifestyle, health and medical requirements lead many seniors to elect to relocate or downsize their home.
Some choose to enter into a retirement village to take advantage of the additional facilities available to compliment their lifestyle whilst some people, due to health, are required to make residential changes including entry into assisted residential care or taking up accommodation with family. These changes can have a significant financial impact and OzPlan Financial Services provides a number of financial solutions to assist with the administration of this process.
Aged Care - our services include:
Reviewing your current financial position and determining the financial impact of relocation plans.
Reviewing how Centrelink or Department of Veteran Affairs (DVA) entitlements may be impacted by changes to home residency.
Identifying strategies to maximise social security entitlements where and when appropriate.
Structuring financial assets for ease of ongoing client administration.
Discussing the financial impact to an estate and beneficiaries and working with your solicitor to develop a suitable estate plan.
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At State Trustees, we write more wills than any other organisation in Victoria. As the Public Trustee for Victoria, we work to protect the vulnerable and uphold the legacy of Victorians through:
Will Preparation We understand estate law. Our will writers can help ensure your wishes are clearly expressed and legally sound.
Power of Attorney Preparation Our expert staff can guide you through the process and options for appointing your power of attorney by providing independent and impartial advice and asking the right questions.
The Victorian Will Bank Documents can be stored safely at The Victorian Will Bank until they’re needed.
Executor Services As Victoria’s leading deceased estate administrator, we can help in two ways: complete the end-to-end administration of an estate or provide assistance and guidance to your executor.
Financial Administration We provide personal and tailored support to help people who, due to disability, illness or injury, are unable to manage their financial and legal affairs.
Trustee Services We can establish a trust to help secure the future of your loved ones. We can also act as trustee and fulfill all the duties and responsibilities of the role.
Don’t leave anything to chance. Call us today on 03 9667 6444 or 1300 138 672 (outside Melbourne) for a confidential, obligation free discussion about your circumstances.
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Advisors & Professional Services
Nixon Financial Services - Aged Care Advisors
Provided by
Nixon Financial Services
Bob Nixon B.Com., Dip.Ed. is an Accredited Aged Care Professional™ with extensive experience providing caring advice since 1973
Serving the needs of people in the Western & Northern Suburbs of Melbourne and nearby regional centres.
Bob and Michelle hold the designation of an Aged Care Professional™ having completed appropriate training in this regard and can help you with:
Analysis of the person’s financial position
Advice on possible strategic options:
- Family Home: Retain | Rent | Sell
- RAD: Pay all | Pay some | Pay none
- Trust/Bond Options: Aged Care Annuity if applicable
Optimisation of fees and charges
Checking the impact on Centrelink/DVA
Planning to cover cashflow needs
Completing the paperwork
Estate planning review
Investing surplus monies if any.
"There are many issues to resolve when one or both of a couple face the need to enter Aged Care.
The most emotional questions usually revolve around how to best deal with the family home and how to fund the RAD (Refundable Accommodation Deposit).
Whilst we employ the most sophisticated computer software to calculate the`answer’ to these questions, we want to assure you that we have been around long enough to know that sometimes emotional choices must prevail.
We must act in the best interest of our clients but we know it is not just about the money, it is about the comfort and peace of mind of people!”
Call today to arrange a meeting
Emergency: 0412 335 246
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