Beacon Financial Planning

We provide expert Aged Care financial planning solutions & advice

Preparing for yourself or a loved one to transition into receiving care, estate planning or retirement living options can be a difficult and potentially stressful task. With regular changes to legislation and the flow on effects to Aged Pension entitlements, it can sometimes seem like an impossible task lies before you  but you don’t have to face it alone.

Beacon Aged Care and Retirement Advisers can guide you with professional, tailored aged care financial planning strategies. Our specialists work exclusively in the aged care arena, making them the premier providers of aged care financial planning services in Brisbane and South East Queensland.  If you’re looking for personally tailored Aged Care financial advice then let Beacon guide you with clear, comprehensive advice, enabling you to take control and make informed decisions for yourself and your loved ones.

Residential Aged Care

As Brisbane’s specialist Aged Care & Retirement Advisers, we assist in easing the financial uncertainty of transitioning into Residential Aged Care in Brisbane, the Gold & Sunshine Coasts

Read More

Retirement Living

 If you’re uncertain of the financial consequences of entering a Retirement Village, our expert Advisers can provide a fast, accurate assessment to help you make informed decisions

Read More

Home & Community Care

Let us help you navigate the steps involved in securing a home care package that meets your needs, allowing you to maintain your independence

 

Read More

Aged Care financial services

We are specialists

As specialists, our focus is to provide the best outcomes for those considering aged care, home care packages and retirement village.  Let us help you understand the process, particularly with navigating the Centrelink and DVA to maximise your entitlements.

Aged Care Financial Advice

We come to you

Save time and relax in the comfort of your home, or have our advisers meet you at the hospital or interim care facility if you have a loved one that is not able to travel.  Our advisers service the South-East Queensland corner in person, or can facilitate remote appointments via telephone or video conference.

Aged Care Advice

We offer a fixed, upfront fee

No hidden charges or commissions, our fees start at just $880.  Be sure of the real cost of advice and avoid wasting time pursuing an option which may be very costly.

Retirement Planning

Fast, practical answers to your financial needs

Our advisers understand there is often an urgency, particularly when an aged care facility is offering placement.  Get the answers you need in your first appointment with Beacon so you can confidently move forward with arrangements.  You will receive a scoped report within 72 hours of meeting with us.

Aged Care costs

We assist with the red tape

Ease stress and confusion as our Centrelink and DVA specialists guide you through the process.  We will help to complete the required forms which can often be a significant burden for those requiring care.

Testimonals

“I would like to thank Natalie Gordon for her excellent help and advice. I think that Natalie has restored my faith in financial planners by the way that she has gone the extra mile and shown genuine compassion for my mum and our family”

Richard Schuster

“Beacon were excellent. Lesley was exceptionally knowledgeable, friendly and professional. I know (we) were struggling with the aged care analysis for a couple in a retirement home and we are both accountants. I don’t know how a normal family would go with it as it is not a simple system to work with”

Robin Slade

“Thanks so much for your input into today’s meeting. You made what is a complicated topic for a financial amateur like me as clear as possible! We were very happy with the outcomes for today, plus the picture of what comes next and what the future possibilities may entail”

Deborah Knott