
I am a specialist Aged Care Advisor and assist clients, their families and other professionals such as Financial Planners, Lawyers and Accountants helping their clients through the complex area of Aged Care.
Caring for elderly parents can be difficult and this journey becomes even harder when we need to look at aged care choices for the first time. I am here to make that journey a little easier by helping you understand the areas of importance and the choices available to you.
I’m passionate about helping individuals understand the complex area of Aged Care. I offer services based on your needs and around what "you" require assistance with. Some people only need help in understanding the fees associated with Aged Care, others need to understand the financial implications, or may need specific financial advice, others need me to find a suitable Aged Care facility, and some need me to project manage the whole move into aged care. Aged care is not a "one size" fits all situation and I help you work through what you need to be aware of for your loved one.
My career spans over 35 years working for both large corporate entities and in the operation of my own businesses in the financial advice sector, with knowledge in banking, investment, superannuation, SMSF, Centrelink, Estate Planning and Aged Care sectors. I am a Fellow member of the Financial Planning Association (FPA) and have been a member of the FPA for 28 years. I currently serve on the Gold Coast Chapter as a committee member and Gold Coast Champion for the FPA Women in Financial Planning. I consult to other Financial Planning firms and assist clients needing help with the Aged Care journey.
Send me a message, and tell me more about what you need assistance with. I will get back to you soon to schedule a consultation.
Shop 6/ 124 Pappas Way, Carrara QLD 4211, Australia. Via Appointment only.
By appointment only
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