Retirement planning in Gingin, Western Australia 6503
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Advisors & Professional Services
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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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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Make a plan, it's a safe bet
Pre-planning your funeral gives you the opportunity to pay in advance and remove the financial burden from your loved ones when it comes time to say goodbye.
Guardian Plan allows you to agree a cost for your funeral at today’s prices, which may save you thousands. And while the price is locked down, you’re free to move. Your Guardian Plan prepaid funeral can be transferred to over 240 locations around Australia.
What are the benefits of pre paid?
A Guardian Plan pre-paid funeral won't only give you peace of mind, it can also save you money with our lock-in price that won't change with inflation. The price depends on what you choose for your funeral. Most people spend around $6,000 - $15,000.
Lock in price
We believe everyone deserves to say goodbye with respect and dignity, regardless of their financial situation. That’s why we’re helping Australians secure today’s prices, for tomorrow’s funerals.
Flexible Payment
While your initial cost will depend on your inclusions, there are no additional fees once you've paid in full. You can pay in full or pay an initial 30% contribution, followed by monthly instalments over 36 months. The choice is yours. Monthly instalment payment is not available for packages, full payment is required at the time of arranging your pre-paid funeral.
Simple paperwork
You can expect a straightforward and quick application process, with no extensive paperwork or health checks required.
Tailor your plan
A prepaid funeral means your loved ones won’t have to worry about making the right decision. It’s a simple way for them to say goodbye in a way that reflects you, your life and your budget.
Pension and entitlements
The Australian Government uses asset tests to determine pension entitlements for a retiree. As Guardian Plan is exempt from these tests, it’s a simple way for seniors to maintain their current age pension benefits.
Security
All payments are held securely by The Over Fifty's Guardian Friendly Society, under APRA regulation.
Guardian Plan is a funeral bond issued by the Over Fifty Guardian Friendly Society Limited (the Society) ABN 81 087 649 063 AFSL 524353. InvoCare is Australia’s leading provider of funeral, cemetery, crematoria and related services. Funds invested in the Guardian Plan are generally non-refundable and must be used to pay for funeral expenses. Terms, conditions and eligibility criteria apply. Before deciding, please read the Guardian Plan Product Disclosure Statement (PDS) and Target Market Determination at guardianplan.com.au, or by calling 1800 220 888. Consider whether this product is right for you and whether it meets your financial objectives and needs.
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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Advisors & Professional Services
Age Care Directions
Fullarton, SA 5063
Provided by
Age Care Directions Services Pty Ltd
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Advisors & Professional Services
Oracle Advisory Group
Charlestown, NSW 2290
Provided by
Oracle Advisory Group
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.
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Community Services, Therapists & Health Specialists, Advisors & Professional Services
Choice Health & Wellbeing Group
Wanneroo, WA 6065
Provided by
Choice Health & Wellbeing Group
Choice Health and Wellbeing Group (CHWG) is a registered NDIS & ICWA service provider. We offer services that make a positive impact on the individual lives of people with disability from the age of 16 to over 65 years. Choice Health & Wellbeing Group is an all-around support team of medical specialists from Clinical Nurses, RNs, ENs, Support Workers, Cleaners, Gardeners, Domestic Assistants, and Therapists._______________________________________How We're Different
CHWG supports each client/participant and their family/NOK/guardian to feel empowered and be part of their local community through understanding their particular needs, goals, and ambitions, by building a capable and competent team around them.
All our staff are appropriately qualified and trained in every aspect of Community & Disability Care and undergo regular training to ensure they are up to date with the current compliance of NDIS standards and best practices. Enabling our team to be genuine advocates for those they support, while also finding ways to give back to the community.
________________________________________What We Offer - Disability and Aged Care ServicesCommonwealth Home Support Programme (CHSP)Assistance with Daily ActivitiesCommunity and Social ParticipationCommunity NursingContinence and Nursing AssessmentSupport CoordinationComplex CareMedication Administration AssistanceAccommodation - We have Vacancies!!!
• Short Term Accommodation (STA)
• Medium Term Accommodation (MTA)
• Specialised Disability Accommodation (SDA)
• Supported Independent Living (SIL)
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Advisors & Professional Services
Voyager Wealth Management
Canungra, QLD 4275
Provided by
Voyager Wealth Management
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.
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Advisors & Professional Services
Olive Grove Financial Advice
Provided by
Olive Grove Financial Advice
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.
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Advisors & Professional Services
Wakefield Partners - Financial & Investment Planning
Dulwich, SA 5065
Provided by
Wakefield Partners
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.
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SFR Advisory Group is a truly multi-disciplinary advice practice with expertise in Financial Planning, Aged Care, Self Managed Super, Taxation, Property and Estate Planning and Administration. By combining our extensive experience and scope we can provide the best integrated personal advice beyond what is otherwise available by limited advice firms. SFR Advisory Group more importantly aims at being a caring organisation that wants to make our sophisticated advice service that is normally only available to the ultra-well-heeled to the broader community. Service Offerings Include:• Estate Planning Review – EPAs, EPGs, Living Wills, Wills, Testamentary Trust - Absolutely necessary before you or your loved ones lose capacity.
• Centrelink Review – Are you optimising your benefits? Including Centrelink and Aged care Nominee services
• Home Care vs Institutional Care.• Accommodation Planning – own home, strata or lifestyle village (lease-for-life) options.
• Taxation, Superannuation (including SMSF) and Investment Review.• Implications of incapacity or death and death tax minimisation strategies.
• Family Trust, Business Assets and Investment Property Review.
• Beneficiaries Special Needs or Circumstances Considerations.
• Estate Administration – full support for executors and trustee of estates including application for probate and complete administration service.We offer a $99.00 Review and a money back guarantee if you don't value the advice provided. (This can be done in person, over the phone or via video conferencing)"SFR has helped us tremendously! They meticulously prepared the application for probate, set up the the Estate bank account (and cheques deposited) , arranged the the dispersion and beyond, and were alongside both of us through everything, we honestly feel the services are too good to be true and they should be charging more! " Claire and Mike MCall or email us to arrange an appointment today to speak with a SFR Advisor.
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Advisors & Professional Services
Reverse Mortgage Finance Solutions VIC & TAS
Carnegie, VIC 3163
Provided by
Reverse Mortgage Finance Solutions (RMFS)
We provide funding solutions to residents and their families in order to pay for their care and accommodation.
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Advisors & Professional Services
Progressive Financial Solutions
Bundoora, VIC 3083
Provided by
Progressive Financial Solutions
At Progressive Financial Solutions, our goal in the Aged Care space is to remove the added financial challenges you will face when placing a loved one into an Aged Care facility, allowing you to focus on the care of your loved ones. We provide you with multiple possible strategies to consider for your loved one and use our expertise to put a plan in place to maximise your loved ones cashflow and preserve their assets throughout their lifetime. We provide premium ongoing financial and Centrelink support while your loved one is in care.
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