how do I find a aged care financial adviser
Hi Siobhain,
I can highly recommend Scott Quinlan of Solace Financial. Scott has an extensive knowledge and experience in financial matters relating to aged care, etc. Here are his contact details:
Scott Quinlan Principal/Financial Adviser Masters of Financial Planning Bachelor of Commerce CFP Solace Financial House Level 6, 97 Creek St, Brisbane QLD 4000G
PO Box 980 Brisbane, Queensland 4001
Phone (07)3106 3114
Fax(07) 3106 3100
Email scottq@solacefinancial.com.au
Web www.solacefinancial.com.au
Hi Sally,I’m trying to find a good, knowledgeable financial adviser based in Brisbane for my elderly mother. Would you be able to pass on your recommendaton to me? Thanks Siobhain
Thanks sally. I am in wach
Philip, if youre in Brisbane I can recommend an excellent FA who has navigated me very well through our financial situation. Let me know via this site if youd like his details.
Hi Philip,
Thanks for your question. Here are agedcare101 when we have a financial question that foxes us, we ask for the help of Alteris Aged Care. They specialise in financial advice regarding planning for Aged Care Homes, Retirement Villages and Home Care. You can read more about them here:
Another way to find a good Financial Advisor who specialises in Aged Care is to have a think about someone you know to have had a good experience with navigating the aged care process and ask them who they used? Did they think they did a good job? Be sure they are a Financial Advisor who specialised in aged care. If they are just a Financial Advisor (without the aged care part) they probably wont cut it.
Be mindful that aged care rules and regulations change from state to state so it is vital that your aged care financial planner is fully educated in your state’s laws.
We hope this helps.