WHO WE ARE
Redlands Aged Care Financial Advice Team
Redlands Aged Care Advice Specialists
We are qualified financial advisers that specialise in aged care advice across the Redlands. Our advisers have industry specific aged care accreditation. We understand that aged care advice can be complicated, stressful and confusing. Aged care advice is a specalised area of financial advice. We go through ongoing education and training to ensure the aged care advice we give is up to date with the latest facts and figures. We are committed to meeting all of your aged care advice needs from assisting you and your family with the initial aged care assessment, selecting the right age care facility and providing specialised aged care financial advice.
Our quality aged care financial advice is provided in an timely and cost-effective way. There are many factors to consider as a part of your family's transition to aged care facilities, they may include the following:
Whether to keep, rent or sell the family home
Cost of the aged care accommodation
Centrelink and aged pension calculations
Estate planning, wills, medical authorities and powers of attorney
Inter-generational wealth transfer
Redlands Aged Care is located in Brisbane's Bayside suburb of Cleveland. We are here to assist you with your questions in relation to aged care. Some of our goals as a part of the aged care advice we provide include, but not limited to the following:
Working with you to find ways to fund the Refundable Accommodation Deposit (RAD) or Daily Accommodation Deposit (DAP) efficiently
Retaining or maximising any aged pension entitlements Centrelink entitlements and health care cards.
Discussing ways to ensure a comfortable life style both physically and financially for your family.
If you are considering aged care, we would recommend you seek specalised advice before you sign anything, book a free consultation today with our certified Aged Care Adviser.
MEET THE TEAM
Redlands Aged Care Advice Team
Aged Care Financial Adviser
Chris holds an aged care accreditation and has been providing professional financial advice since 2010. Chris’ strength lies in helping families with the challenges that aged care throws their way. His focuses on whats important for the client and assist in all aspects of aged care advice to ensure a customised and well structured advice plan that meets the need of the client and their family.
Click for Chris's Financial Service Guide
Financial Adviser, Estate Planning Specialist
Graham provides highly personalised wealth creation and risk mitigation strategies to assist our clients to achieve their long term goals. Graham has over 30 years experience in the financial services industry. Graham is accredited to provide financial advice in the areas of estate planing, superannuation, income protection, risk mitigation, business insurance, succession planning including key person strategies.
Click for Grahams Financial Service Guide
Client Service Officer
Monica is responsible for providing superior administrative support and customer service to our clients and advisers. Monica's expertise enables her to deliver exceptional outcomes for clients and support for advisers and the business. Monica has been in the financial serves industry for over 10 years. She brings a wealth of experience to the aged care team.
Kristy provides valuable support to our financial advisers in the delivery of high quality, compliant advice documents. Kristy's expertise and experience enables her to identify strategies to assist clients and advisers with an optimal strategic financial plan. Kristy has been in the financial services industry for over 20 years. Kristy experience and expertise is essential to quality and compliant adged care advice.
Book your appointment to discuss your circumstances
If you are unsure about your aged care options when it comes to looking after a loved one or you are looking for professional support, it might be time to get in touch. One of our Aged Care Specialist planners will be happy to discuss a plan that’s most suitable for you.
07 3821 4900