We Care. We Guide.
Beacon Aged Care & Retirement Advisers was founded in 2015 by Natalie Gordon and Jason Gordon.
Natalie and Jason were inspired to establish Beacon after experiencing the complexities of the aged care sector firsthand, looking for the best possible care for a loved one. Coming from successful careers in financial advice and accounting, Natalie and Jason were determined to build a business that offered genuine support to families making challenging decisions.
Facilitating Comprehensive Solutions
From the beginning, we have done things a little differently. Beacon specialise only in Aged Care Financial Advice. We provide real advice when it’s needed most, for a fixed upfront fee.
Our advisers travel to meet you where it’s most convenient, whether that’s your home, hospital or interim care facility. Our mobile service helps families stay close and meet the demands of their day.
On the day of your appointment, you’ll get advice to help guide your decisions. Within 72 hours, you’ll receive a comprehensive report from your adviser. Our timely advice can create significant long-term cost savings and real security for our clients.
Aged Care and Retirement Specialists.
Our expertise in the aged care and retirement sector goes beyond the financial. Our understanding of care options, legislation and support available from Centrelink and the Department of Veteran Affairs (DVA) ensures our clients achieve the best living arrangements possible.
Helping families in Brisbane and throughout Australia.
While Beacon is based in Brisbane, our team of expert advisers travel throughout South East Queensland to meet with clients. As our reputation for providing caring and professional service has grown, Beacon has increasingly helped people throughout Australia by phone and video conference.
Meet the Experts
Aged Care Financial Adviser (DipFP)
Over the past 20 years, Natalie has gained extensive experience in all areas of financial planning, with a strong focus on aged care, retirement living and estate planning advice. As Principal Adviser, Natalie makes a meaningful difference every day to families with loved ones moving into the later stages of life. Natalie firmly believes that an important sense of security comes with knowing you’re on the right financial path and is driven to impact her clients’ lives in a positive way.
Aged Care Financial Adviser (B Bus, Dip FP)
Jason is the Director of Beacon Financial Planning Pty Ltd and has specialised in aged care advice exclusively since 2013. Following several years in senior management and financial roles, Jason co-founded Beacon in 2015, pursuing his passion for helping people in the complex environment of aged care. Jason has an unwavering commitment to his clients and is focused on helping families with real advice that removes financial stress with his warm and friendly approach.
Aged Care Financial Adviser (Dip FP)
Renee has worked in the financial services sector since 2012 in a variety of traditional financial planning roles. She originally joined the Beacon team as a Para-planner, however quickly developed through the business into a valued member of the expert financial adviser team. She enjoys developing and implementing appropriate strategies to help her clients navigate the complexities of the aged care system and provide clarity through what can be an emotional process.