Aged Care Financial Advisers 300 Ruthven Street, Toowoomba City, Queensland 4350
About the Business
Welcome to Aged Care Financial Advisers, located in Toowoomba City on Ruthven Street. We are an establishment specializing in finance and are a point of interest for individuals seeking expert advice on aged care financial matters.
Our team of Accredited Aged Care Professionals® is dedicated to helping you make informed decisions when it comes to planning for aged care. We believe in providing clear and transparent advice that not only makes sense but also provides value to our clients.
We understand that time constraints can be a challenge, especially when it comes to aged care. That's why we offer flexible meeting hours from 9am to 9pm AEST, accommodating clients from all over Australia, including those in SA, NT, and WA. Our online meetings allow family members who live far apart to catch up and be involved in the planning process together.
At Aged Care Financial Advisers, we pride ourselves on our depth of experience and understanding of aged care financial matters. We will work with you to develop a written strategy paper or advice document efficiently, ensuring that you have a clear plan in place.
We are so confident in our ability to add value to your financial situation that we offer a satisfaction guarantee. If you are not satisfied with our service, we will refund our fees.
Many people believe that they have to sell their home to fund aged care, but our expert advisers can show you the choices and full implications of your decisions. We can also explain refunds and government guarantees associated with Refundable Accommodation Deposits (RADs) and help you make the most of Centrelink exemptions.
Navigating the rules and terms of aged care can be complex, and often decisions need to be made within limited timeframes. Our advisers can help alleviate the stress and allow for more effective decision-making within the given timeframe.
Cashflow is a significant factor when planning for aged care costs, and we prioritize creating enough cashflow to meet obligations and fund extras that can improve your lifestyle.
While paying less for services is desirable, our focus is first and foremost on helping you afford and access the right care. We then explore options to manage affordability.
Our team is dedicated to understanding your unique circumstances and ensuring the best care for your loved ones. We will help you determine what you can afford and provide you with the tools to compare your options. Our goal is to empower you with knowledge and smart strategies to make informed decisions and secure a financial future for those in your care.
Visit our learning center on our website for resources that can help you understand the financial complexity of aged care. We also offer virtual advice Australia-wide through secure online meetings using various platforms such as Zoom, Microsoft Teams, Google Meet, FaceTime, or even the telephone if preferred. We can even provide electronic document signing to simplify the process.
In our blog posts and articles, we cover a range of topics such as healthy aging, financial planning for seniors, funding aged care services, and reducing aged care costs. We aim to provide valuable insights and help you avoid common mistakes when it comes to your aged care needs.
Don't wait any longer to start planning for aged care. Schedule your FREE introductory call with our experienced advisers today. Aged Care Financial Advisers ABN 91 600 073 630 is an Authorized Representative of Lifespan Financial Planning Ltd AFSL 229892.
Please note that the information provided on our website is for general information purposes only and should not be considered as financial advice. We recommend speaking to one of our Lifespan financial advisers to determine the best course of action for your personal circumstances before making any financial decisions.
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Location & Phone number
300 Ruthven Street, Toowoomba City, Queensland 4350, Australia
Hours open
Monday:
09:00 - 21:00
Tuesday:
09:00 - 21:00
Wednesday:
09:00 - 21:00
Thursday:
09:00 - 21:00
Friday:
09:00 - 21:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We were extremely pleased with the professional, expert advice that Rob provided on behalf of our aged parents who needed to move into a nursing home at relatively short notice. We were a little hesitant at first about the service not being face-to-face as we were not in the same city as Rob. As it turned out, this was not an issue at all. Rob’s processes although not face-to-face for us, nevertheless worked perfectly. We were particularly pleased with how Rob went out of his way to make sure we received his advice and his report in a very short turn around time. We needed the advice quickly and he delivered as he said he would. We have no hesitation in recommending Rob at Aged Care Financial Advisors to anyone in need of friendly, understanding, professional, expert advice on aged care financial matters."
"I would use and recommend these people again. Rob has been extremely helpful to us as clients to navigate a complex aged care system, assisting us to plan for our goals and understanding the implications of our actions."
"Rob, was extremely helpful in helping us navigate the aged care system . Very easy to communicate with, very professional service"
"Rob provided an excellent service; comprehensive, timely and very helpful in making decisions. He presented as engaged throughout the whole process and quickly answered any questions."
"Rob Laurie has a friendly disposition & provided us with a great outcome for the advice we were seeking in a timely manner. Thankyou Rob."
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