residential aged care

How your Beacon adviser works with you

Our practical approach makes things easy

Fast answers at a location convenient for you

Beacon Aged Care and Retirement Advisers approach financial planning differently. Many of our clients have limited time to make complex decisions, so we provide clear advice fast, for a single fixed fee.

Step-by-step to clear financial advice

  1. Speak to one of our aged care experts over the phone. We’ll talk about the advice you need and quote you our fixed fee. If you prefer to email, we’ll respond with a phone call at a time that suits you.
  2. We’ll organise a time to meet, usually within a week of your initial enquiry. If you need urgent advice, we’ll do our best to prioritise your appointment.
  3. If you’re in South East Queensland, we’ll meet at the location most convenient for you, whether that’s at home, hospital or in a care facility. If you’re not in South East Queensland, we’ll meet via phone or video conference.
  4. During your meeting, we’ll review your needs and circumstances, including your income, assets and liabilities. We’ll then review your options and give you verbal advice on-the-spot, with all the information you need to move forward immediately.
  5. Within 72 hours of our meeting, we’ll provide a written statement of advice that covers the options and advice discussed during our meeting.

Our friendly team is honest and compassionate. If our services aren’t what you need right now, we’ll be sure to let you know upfront so that you don’t waste any time or money.

Why Beacon’s service stands out

Aged care and retirement specialists: Our dedicated team of financial advisers understands the complexities of aged care and retirement living.

Service that comes to you: We understand that it’s simpler if we meet you where you are, even if it’s at the hospital bedside.

Advice and answers fast: Sometimes decisions need to be made quickly, so we provide clear advice at the time of meeting.

Caring during difficult times: Our team understands the pressure and stress that families can face and will meet you with empathy and respect.

Trusted network of partners: Through our expertise and dedication, we’ve forged strong relationships with partners providing placement services, relocation services, home care, legal advice and more.

financial advisers specialising in aged care

Cost – our simple, fixed fees are:

Residential Aged Care – Individual
$990 including GST

Residential Aged Care – Couple 
$1,320 including GST

Home Care – Individual
$990 including GST

Home Care – Couple 
$1,320 including GST

Retirement Advice – Individual or Couple
$1,650 including GST

To make an appointment with one of our specialist Aged Care Financial Advisers, please 1800 232 000 or fill out our contact form.