Sydney Aged Care Financial Advisers

at vl 6, 75-85 Elizabeth Street Sydney, Sydney , 2000 Australia

1. Estate Planning
2. Financial Planning

Sydney Aged Care Financial Advisers are the experienced caring team of finance professionals you are looking for. We are experts in aged care advice.

Description

Sydney Aged Care Financial Advisers are the experienced caring team of finance professionals you are looking for. We pride ourselves on providing fast, cost-effective advice that makes a real difference to people’s lives. Entry into aged care can be a challenging time for both the person, and their family. The finances are notoriously complex, with possible implications for: -keeping or selling the family home -aged care facility fees -aged pension -investment income -land tax, capital gains tax -intergenerational wealth transfer Most financial planners and accountants have only a limited -understanding of aged care financial advice. Even they often find it overwhelming. It is very much a ‘niche’ that demands full attention and hands-on experience. Sydney Aged Care Financial Advisers are your age care financial specialists. Your loved one’s aged care needs are the sole focus of our advice process. Our experience tells us there are 3 core elements to aged care advice: 1.Funding the accommodation bond efficiently 2.Retaining or maximising any aged pension entitlements 3. Minimising, as far as possible, fees payable to the aged care facility We are committed to ensuring our clients receive quality, personalised advice so we can eliminate the stress that comes with this often complex family decision.

Opening time

• Mondays: 09:00- 17:00
• Tuesdays: 09:00- 17:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 17:00

Company Rating

41 FB users likes Sydney Aged Care Financial Advisers, set it to 49 position in Likes Rating for Sydney, Australia in Bank/Financial Service category

Summary

Sydney Aged Care Financial Advisers is Sydney based place and this enity listed in Estate Planning category. Located at vl 6, 75-85 Elizabeth Street Sydney NSW 2000. Contact phone number of Sydney Aged Care Financial Advisers: 1300 659 677