Financial advisors in Buckingham, South Australia 5270

Alex Brown Strategic Financial Planners is an experienced family- owned financial planning practice in Gawler,SA.They believe everyone deserves high quality financial advice, regardless of their circumstance or financial position, and are committed to positively impacting your personal situation.They provide a range of holistic personalised financial planning services, providing specialised advice in, but not limited to, retirement planning, Centrelink services, insurance, superannuation, self-managed super funds (SMSF) and business owner services. Alex Brown Strategic Financial Planners work with you to bring your financial needs together into a plan that simplifies your life, providing peace of mind.

Aged care can be a confusing area. Muirfield Financial Services can help. We Specialise in Aged Care adviceMaking the decision to enter aged care can be a very emotional one and once needed, people often find the complexity of aged care overwhelming. Having to make the difficult decisions during such a stressful and emotional time can adversely affect the person entering care over the long term. Our Accredited Aged Care Professionals™, can help you determine the costs applicable to your chosen facility, the impact on Centrelink entitlements, options for the family home, and cash flow strategies to ensure living needs will be met. Individual circumstances will influence Aged Care fees and strategies. It is important any advice obtained is specific to the person entering care, prior to a decision being made. How we can Help?While Centrelink will advise you only of Centrelink consequences and Aged Care Facilities offer information about the costs of Aged Care, we help you put all the pieces together within the specific framework of your personal situation. Once the decision has been made to move to permanent care, Muirfield can clarify what fees will be payable. We provide specific advice on the following: Refundable Accommodation Deposits (RAD/RAC) or Daily Accommodation Payments (DAP/DAC) Daily Care Fee Means Tested Fee Extra Service Fees Options for the Family Home Maximising entitlements from Centrelink or Department of Veteran Affairs. Financial Planning advice which captures your personal situation and provides peace of mind is essential prior to making any decisions regarding aged care. To get the support you need, visit us online atwww.muirfieldfs.com.au/aged-care or call us on (03) 5224 2700. About MuirfieldFor over 30 years Muirfield Financial Services has been helping people gain financial security and certainty over their future.  Our focus is to deliver quality and easy to understand financial advice. In choosing to partner with Muirfield Financial Services you will gain access to a financial planning practice who understands the value of professional advice, integrity and service. We have helped families and individuals Australia wide make informed choices about their financial futures.  These clients continue to benefit from our ongoing relationship and advice and have the freedom to enjoy a life less stressful. With offices in both Geelong and Torquay we can assist you at a location convenient, or online.  For families outside these areas we offer phone conferencing, video conferencing and email communication to ensure your advice needs can be met. Muirfield Financial Services was one of the first financial planning practices in Victoria recognised as a Professional Practice by the Financial Planners Association of Australia (FPA).  Being a FPA Professional Practice sets Muirfield apart as a leader and role model for financial planning within the community.

Assist you & your family to understand the range of care options and how the aged care system works. Outline steps ahead to help you find & access the right type of care. Act as a central reference point for clear, relevant information on aged care and how your finances are impacted.Help you to evaluate what you can afford so you can focus on searching for a suitable aged care service.Explain the fees & how they are calculated to estimate what you might need to pay. Evaluate the options and strategies for your accommodation payment.

We make your financial options easy to understand so you know exactly what lays ahead for you and will work directly with you or your family group to ensure your wishes are heard and you have a plan in place that is in your best interests.We can come to you at home, your aged care residence or in our offices across Scenic Rim, Gold Coast, Brisbane and Sunshine Coast, at a time that suits you.

Specialists in Aged Care Financial Advice & Retirement PlanningOur structured and disciplined approach to providing advice is designed to simplify your life. We do the hard work so you can make informed financial decisions, without the stress.Our service is end-to-end. We work with Centrelink and service providers to put your plan in place. Whether you are applying for the Aged Pension, Home Care or Residential Aged Care support, we can help you understand your options.

A unique approach Designing your ideal future takes consideration and expertise - our approach focuses on understanding your goals then creating a plan to help you achieve financial freedom sooner. Why choose us? • We’re with you for life – we provide ongoing advice to ensure the achievement of your financial goals. • Our advisers are some of the most experienced and recognised wealth professionals in the industry. • We're fiduciares - meaning you can trust us. • We’ve been looking after the advice needs of Australians for 100 years.

A unique approach to advice Designing your ideal future takes careful consideration and expertise - our approach focuses on understanding your goals then creating a plan to help you achieve financial freedom sooner. Why choose us?• We’re with you for life – we provide ongoing advice to ensure the achievement of your financial goals.• Our advisers are some of the most experienced and recognised wealth professionals in the industry. • We're fiduciares - meaning you can trust us.• We’ve been looking after the advice needs of Australians for 100 years.

Organizing aged care for a loved one is traumatic and emotional enough without the money side of things. Our view is that the financial aspects and implications of aged care are best discussed face to face. We can present you with all the scenarios in our initial consultation, providing you with the information to make key decisions quickly.  In person, phone or Zoom - we can help!Don’t be fooled into thinking you need an expensive financial plan to enter aged care. You just need the options, presented quickly and in plain English.