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Thebarton, SA 5031
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Centrelink/DVA forms in Thebarton, South Australia 5031

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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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Aged Care Simplified

 About Us  We’re a team of experienced aged care specialists dedicated to helping families across Australia make sense of the aged care system.Our services include:  Assistance with Centrelink and aged care documentation  Guidance on care options, fees, funding, and eligibility  Support with transitions into residential aged care or home care packages  Clear explanations of your rights, obligations, and options under Australia’s aged care framework We also stay up to date with ongoing Aged Care Reforms — including the Support at Home program and new residential care standards.
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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
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.
We understand that planning for aged care can be overwhelming, with numerous decisions to make. That's why we're here to provide you with financial guidance every step of the way. We know that choosing the suitable aged care facility, determining the level of care required and deciding the best financial options can be complicated and confusing. As experts in aged care financial advice, we can help make the process easier for you. Our services include. • Ensuring you understand the available care options and their costs, • Organizing your finances to pay for the appropriate level of care, • ensuring you receive and maximize Centrelink/DVA entitlements. • Dealing with the paperwork. You don't have to navigate this process alone. Contact us today and speak with our aged care specialists, who are here to assist you with empathy and understanding.
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Tend Financial Planning

Norwood, SA 5067
Aged Care Financial Services We will help you successfully navigate the Aged Care system. We understand the ‘ins and outs’, the complexities and complications.  Aged Care Services:Demystify the complex nature of the Aged Care fee structureEducate on how entering care will affect your financial positionCommunicate options to consider when entering into aged careRecommend a plan best suited to your individual needs. Let us ‘Tend’ to your Aged Care PlanningTend Financial Planning Pty. Ltd. ASIC No 352833 is an Authorised Representative of Paragem Pty Ltd AFSL 297276 ABN 108571875
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Advisors & Professional Services

Count Adelaide

Adelaide, SA 5000
Provided by Count Adelaide
Aged Care Financial Planning with Count Adelaide We understand that navigating the costs and complexities of aged care can feel overwhelming, and making decisions about fees, financial arrangements, and personal circumstances can be stressful. At Count Adelaide, our Aged Care Specialist Advisors are here to help and guide you through these decisions. With over 30 years of experience, we will provide you with financial solutions to help you achieve the best possible outcome. Our team focuses on understanding your unique financial situation. Whether you're concerned about the upfront costs or ongoing fees, the impact on your age pension or structuring your assets correctly, we’re here to simplify the process. We make sure that you don’t have to face these decisions alone - our specialists will guide you every step of the way. Count Adelaide is an FAAA Professional Practice. We provide advice on the available options which will provide you with peace of mind. Your financial security is at the heart of what we do. Our services include: Aged Care Financial Planning Centrelink advice Superannuation and Income Stream Advice Business and Taxation Services Let us help take the stress out of aged care planning. Contact us today to speak with one of our Aged Care Specialist Advisors. Email: finplan@countadelaide.au Phone: 08 7100 5100 Count Adelaide Financial Advisors Pty Ltd is an Authorised Representative (ASIC ID 330309) of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count Financial”).
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Wakefield Partners - Financial & Investment Planning

Dulwich, SA 5065
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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In Home Care, Therapists & Health Specialists

Uniting Communities Commonwealth Home Support Program

Prospect, SA 5082
If you need basic assistance with daily tasks, the Commonwealth Home Support Program (CHSP) may be a suitable option for you. CHSP offers entry-level services such as cleaning, home maintenance, personal care and health services, supporting you to live well and independently in your own home. Our team can work with you to arrange services and support that best suit your needs for in-home support and social support activities.VacanciesTo find out more and enquire about current vacancies, please call us on 1800 615 677, email by clicking on the 'Send a message' button or visit our website.
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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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Alex Brown Strategic Financial Planners

Gawler East, SA 5118
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.
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Voyager Wealth Management

Canungra, QLD 4275
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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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

SFR Advisory Group

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, In Home Care

A Better Life Home Care Services Pty Ltd.

Mount Waverley, VIC 3149
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