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Koolkhan, NSW 2460
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Financial services in Koolkhan, New South Wales 2460

1 -15 of 46 results
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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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Advisors & Professional Services

Real Estate Care Service

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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Advisors & Professional Services

Alteris Financial Group

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

ACA 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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Advisors & Professional Services

My Care Path

Provided by My CarePath
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.
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

Later Life Advice

Your Guide Through Aged Care Fees & Homes • Practical guidance to find the right aged care home • Clear explanations of fees and payment options • Compare providers with unbiased, up-to-date information • Easy online resources to help you plan or act quickly • Trusted support for families making care decisions
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Advisors & Professional Services

JSA Financial Planning

Provided by JSA Group
Specialist Financial Advice for Aged Care Living Without support, the move to Aged Care can be stressful, confusing and overwhelming. At JSA, we take the time to understand your needs & your individual situations. We work with you to give you an understanding of your options and your entitlements. It is always best to understand the implications of moving into aged care well before the move, where possible. JSA can quickly and cost effectively help you make an informed decision about aged care for when the time comes. Our specialist advisers can assist you: Structure your finances for the future Preserve your capital Maintain your quality of life Protect your family's assets.Common Questions.....How do I know what aged care will cost Will my Age Pension change? Am I making the most of my entitlements? Should we sell the family home? How will we fund the accommodation payment? The JSA group have been providing quality advice and financial services in Newcastle and the Hunter Region for over 40 years. JSA Financial Planning Group Corporate AR No 252 827 are Authorised Representatives of Matrix Planning Solutions Limited. ABN 45 087 470 200, AFSL & ACL No. 238256.
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Advisors & Professional Services

La Trobe Financial / Aged Care Loan

The need for residential aged care is often sudden and decisions regarding how to fund a Refundable Accommodation Deposit (RAD) must be made with a sense of urgency. Such deposits may exceed $500,000. With our innovative Aged Care Loan product, you will rest at ease knowing that you will not have to rush to sell your property. Funding a RAD How to fund this payment is a complex problem for many families.  La Trobe Financial offers a loan that can be used specifically to cover the Refundable Accommodation Deposit (RAD), reducing the stress for families at a very emotional time.  Our experienced team has developed a product that is easy for the customer and their family to set up, making the transition to aged care less complicated. Please call our friendly team on 1800 777 000.
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Advisors & Professional Services

Evolution Advisers

Whether you are considering your own aged care options or those of a family member or friend please come and speak with a member of our team of aged care specialist advisers. Australia’s population is ageing at a rapid rate and as a result more Australians will be relying on aged care facilities in the later stage of their lives. The Aged Care System, along with the effects that your decisions will have on your investments, aged care fees and Centrelink benefits is an extremely complex area. Careful planning and consideration is needed. We understand there are times when aged care becomes an urgent matter. Please contact Courtney Banks using the contact details below when the Evolution office is not open, and she'll get back to you as soon as possible.
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Advisors & Professional Services

Progressive Financial Solutions

Bundoora, VIC 3083
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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Advisors & Professional Services

Aged Care Financial Services

Understanding the options for maximising your financial position in aged care is important Aged care decisions often begin with understanding the role funds and financial strategies play in accessing the right accommodation and care. Our advisers are specialists; they find solutions to keep your assets safe and to avoid unnecessary financial pitfalls. Aged Care Financial Services’ advisers use their expert knowledge to model personal strategies to optimise cashflow and pension entitlements, and reduce fees where possible. They structure your finances so that aged care is affordable now and sustainable into the future; giving clients and their families’ peace of mind and professional support every step of the way. Call our national toll free number 1800 243 322 to speak to an adviser today, or visit our website by clicking on the button above. Aged Care Financial Services has two offices, located in: Melbourne: Como Tower, 644 Chapel Street, South Yarra Sydney: 207 Kent Street, Sydney.  Services include: Express clarification consultations Centrelink Asset Assessment Forms Issue Discussion Papers Full written Statements of Advice and Financial Planning Specialist collaboration with trusted professionals. Aged Care Financial Services International Pty Ltd is a Corporate Authorised Representative No 428 122 of Executive Wealth Management Financial Services Pty Ltd. ABN 38 078 629 973. AFSL No 245451.
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Advisors & Professional Services

Centuria Life

Provided by Centuria Life
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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Advisors & Professional Services

Beacon Aged Care & Retirement Advisers

Toowong, QLD 4066
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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Advisors & Professional Services

Manifest Financial Wealth

Manifest Financial Wealth are a Canberra based boutique financial services business that provides financial and investment advice to individuals throughout Australia. They have access to a wide range of financial products and services through their in house offering and alliances with strategic partners, to help you through every stage of life. They can assist you to preserve your wealth later in life by implementing a financial roadmap for your unique circumstances. Manifest Financial Wealth specialise in Aged Care Advice and can assist you in the following areas: Should you keep or sell the family home Review cashflow to determine aged care affordability Develop strategies to fund the accommodation costs and ongoing fees Maximise Centrellink Pension entitlements How best to invest funds to meet aged care costs Review estate planning arrangements Assistance with all paperwork. Paul Zobonos and Manifest Financial Wealth Pty Ltd are Authorised Representatives of HNW Planning Pty Ltd AFSL No. 225216
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