Nationwide Financial Planning for Aged Care
Financial advice for aged care from a team who cares.
Taking the next step into aged care is an overwhelming and emotional time. Beacon Aged Care and Retirement Advisers takes the complexity out of the financial side of things.
Have a same-day conversation with an expert.
We’re rated 5 stars from 70+ Google reviews
If you need support as you navigate the aged care industry, give Beacon a call, you won't regret it.
Jason's strong knowledge of the industry and how best to manage my Mum's entrance was tremendous and without this knowledge it would have been a very different scenario for her. I highly recommend Jason and his team, they really went out of their way to support me as I waded through the paperwork, advising how best to proceed and I cannot thank them enough.
Have been incredible in assisting me navigate my way through mum's financial affairs.
They provided professional guidance which I would have been lost without. Would highly recommend their financial services and expert customer service.
Jason, Natalie and the team at Beacon have been such a tremendous support to my parents and I.
The information and support they provided to us was clear, concise and effective. They answered all our questions, gave sensible advice and helped us navigate the aged care frontier. Abbey has provided ongoing support and I truly appreciate it. We are so grateful.
The team at Beacon have been so professional, knowledgeable and supportive.
They have been so easy to communicate with. They work so hard behind the scene for their clients and answered our raft of questions and concerns with ease.
We are eternally grateful and would highly recommend Beacon Financial Planning to anyone.
Last month Jason expertly guided my sister and myself through financial and estate planning for both my parents. I cannot express how expertly and competently Jason guided us through this process. The advice he provided will save us 10's of thousands of dollars.
We will always be grateful.
Jason and the team at Beacon were invaluable in providing financial advice when our parents moved into aged care. The professionalism, compassion and expertise shown throughout the process was outstanding. The advice was easy to follow and implement and has amounted to a significant savings in cost and stress for our family.
Structure your loved one's assets right from the start
Our aged care financial advisers give you the support and advice to understand how your loved one can best structure their assets.
By intelligently structuring assets and finances, you can help your loved one achieve a better result with Centrelink and improve the affordability of their nursing home.
Transparent fees, with no surprises
Individual
$2,42o
inclusive of GST
Couple
For a partnered or married couple entering care together, our fee is:
$3,300
inclusive of GST
We make it easy
Our consultations can take place at home, hospital, or online
We service all of South East Queensland, including Brisbane, Gold Coast, Sunshine Coast, and Toowoomba, with in-person service. Our team will come to you, in the comfort of your home, hospital or nursing home, so you don’t need to carry your loved one’s documents or organise transport.
Don’t worry; this service comes at no extra charge to you, either. If you’re located outside of South East Queensland, we’ll meet with you online.
Understand what you can afford for your loved one's care
The right financial advice can give you confidence as you search for nursing homes. Taking on this next stage without the right clarity can be intimidating.
With Beacon Aged Care and Retirement Advisers, we help you understand exactly what your loved one can afford and the best options for their future and your future.
Take on the complexities of aged care and Centrelink with confidence
We’re here to guide you through the process. We know there are so many scary and overwhelming unknowns in this next chapter of their life. Our financial advisers only specialise in aged care and the transition that comes with it.
We offer a compassionate and comprehensive approach to financial advice. From understanding how your loved one’s assets need to be structured to the complexities of Centrelink and the forms involved. We handle it all so you can take on this transition with confidence.
We'll guide you through the process
Initial call
Speak with one of our qualified and experienced advisers.
We’ll gain an understanding of your family’s needs and let you know how we can help you.
Meet in-person or online
Schedule a two-hour meeting with one of our advisers. If you’re based in Brisbane, Gold Coast, Sunshine Coast, or Toowoomba, we can meet you at your home or wherever is convenient for you.
If you’re anywhere else across Australia, we can meet over the phone or via video call.
Immediate advice
We’ll offer you specific, personalised advice in the meeting so you know what to do immediately.
Our adviser will assist you with completing the Centrelink forms on the spot and we’ll then follow up with a written Statement of Advice within 4 business days.
The best time to get started is when your loved one is ready to make the transition
The world of aged care finance and Centrelink is ever-changing, with shifts in numbers and legislation happening frequently. For this reason, our guidance is most effective when it’s timely and actionable. While it’s essential to reach out when you’re ready to implement changes, we also encourage you to call us anytime you have questions or need preliminary advice.
Whether you’re actively planning or just beginning to explore options, our team is here to help. By connecting with us, you’ll gain access to the latest insights and tailored support, ensuring you’re well-prepared for every step of the transition.
Don’t hesitate to get in touch—whether you’re ready to make a move or simply seeking information, we’re here to provide the support and answers you need.
You’ll get advice right on the spot. We make it quick and easy.
When you meet with us, you’ll get advice on the spot including the completion of the Centrelink forms. Four days later, we’ll send you a Statement of Advice that covers all the information and numbers we discussed in our meeting. Other financial advisers in the aged care industry will have the initial meeting and then go away to complete written advice. They’ll send this two weeks later, and they generally don’t complete those Centrelink forms for you.
With Beacon Aged Care and Retirement Advisers, we really want to make it easy for you. We package it up on a platter for you to understand and implement, and we do it quickly.
Get peace of mind now and into the future with Beacon Aged Care and Retirement Advisers
Ultimately, we’re here to give you and your loved one peace of mind. We do this through the confidence we instil in you as we unpack your loved one’s finances and guide you through our personalised advice. We deliver above-and-beyond service, from filling in Centrelink forms on your behalf to liaising with your family’s chosen facility to understand the financials required for your contract (and then the subsequent checking of that contract, too).
We’re here when you need us. You can call us months or even years down the track for advice. Our team will always be happy to chat with you and help.
Get peace of mind for your next step.
Take on your loved one’s next phase of life with confidence and peace of mind. Get financial advice that makes the transition easier from a team that really cares for your family’s future.
Have a same-day conversation with an expert.
Why choose us?
We’re specialists in aged care financial planning
Our accredited financial planners are specialists in aged care. We understand all of the complexities involved, from Centrelink processes to the intake for your loved one's in a nursing home.
We’ll go the extra mile
We’re invested in making your loved one's time in aged care the best it can be. Our team will go the extra mile, helping you with advice to navigate the aged care process.
We make it quick and easy
This is an emotional time and a hard transition. We’re here to make it easier with a quick, straightforward process that packages it up on a platter for you.
We’ve been in your shoes
Our business was born out of our personal experience helping our own parents navigate the complex aged care process. We know how emotional it is. We’re here for you.
We really care
With each of our clients, we really care. We become invested in your family's story and your loved one's next steps. You’ll feel the care from our team in your consultation with us.
We’re transparent
From our straight-up, set fee pricing to the advice we package up for you. We’re transparent in our service and how we interact with you.
Get started
Ready to make informed decisions around aged care finances? Contact us today to speak with an experienced adviser.
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