Financial Planners

Aged Care Financial Planners

You may be dealing with clients or parents of clients who need specialised Aged Care / Centrelink advice. Or you may be a Financial Planners doing some Aged Care work and a complex case has landed on your desk.

We regularly work with other Planners to provide strategies relating to Aged Care / Centrelink and can work with you to make sure your clients are in the best position.

Our Aged Care proposition is complementary rather than overlapping what you offer and can strengthen the relationship you have with your clients.

Get in touch for a discussion about how we can work together.