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Marion, SA 5043
Marion Bay, SA 5575
Marino, SA 5049
Marion Bay, TAS 7175
Marmion, WA 6020
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Financial advisors in Marion, South Australia 5043

1 -15 of 44 results
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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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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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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.
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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.
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.
Advisors & Professional Services

Senexus

Provided by Senexus
Senexus is a specialist placement service for families seeking the best residential aged care homes for a loved one. Our tailored placement service offers: Quick relocation for your loved one into the best-suited aged care home, based on personal preferences and financial situation (single and couple placements). An aged care placement specialist who will work with you from start to finish to ensure all paperwork is completed thoroughly. Access to a shortlist of residential aged care homes with a confirmed availability – giving you the opportunity to make the final choice. Independent advice and review of the best aged care homes across Adelaide, based on criteria developed in conjunction with past clients. Advice on the costs of your chosen aged care option. Legal, financial planning, real estate and home downsizing services through our network of aged care specialists. Whether you are based in South Australia, or interstate, we can work with you to source the best aged care home for your loved one and help with the entire placement and relocation process. If the time’s come to take care of the needs of an elderly relative, it’s worth seeking out help from experts. The team at Senexus dedicate their lives to simplifying access to the system that supports older people. They’ll work for you to deal with everyone and everything to secure the care your loved one needs.Call today on (08) 8344 1991 for no obligation, introductory chat! 
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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Bayside Brokers Pty Ltd

Glenelg South, SA 5045
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Glenelg Financial Services

Glengowrie, SA 5044
Unverified
Advisors & Professional Services

Minerds Bell Consultany Group

Mitcham, SA 5062
Unverified
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Aberfoyle Accounting PTY Ltd.

Aberfoyle Park, SA 5159
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Financial Management SA

Fullarton, SA 5063
Unverified
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Donnell Financial Solutions

Glenelg, SA 5045
Unverified
Advisors & Professional Services

Finsec Partners

Wayville, SA 5034
Provided by Finsec Partners
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Advisors & Professional Services

Trilogy Financial Services

Hawthorn, SA 5062
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