Referral for Accountants
The aged care industry is a fast-paced and ever-changing one. As an accountant who is an expert in this field, you may have clients or parents who need specialised advice on how to manage their finances when looking after someone else.
I’m sure many people would love the chance to talk through any issues they’re facing with family members at home so close by – especially if it’s something that could affect them financially.
When you need to make a decision that will affect the future of your clients, it is important for them that not just one person but many people are involved in making these decisions. I have been working with accountants in helping individuals and businesses understand their options when facing difficult choices with big implications on how they can best look after themselves financially, which includes Centrelink involvement or any other tax issues relating thereto, as well as superannuation strategies if applicable too!
We’d love to hear from you! Please get in touch with us about how we can work together.
Referral for Accountants
We are an Accredited Aged Care Professional®. This means we have the knowledge and skills to be able to provide specialist aged care advice.
We don’t want to make our advice fees as complex as aged care. Instead, we offer simple transparent pricing that makes sense and provides value.
We will deliver on what we promise. If you are not satisfied with our service, we will refund your fees.
We understand the time constraints of aged care well. We deliver formal written advice and take the time to discuss with you.
Aged Care Financial Advisers ABN 91 600 073 630 is an Authorised Representative of Lifespan Financial Planning Ltd AFSL 229892
LOCATION: 300 Ruthven Street Toowoomba QLD 4350
CALL US: 1300 550 940
BUSINESS HOURS
Mon – Fri…….. 8am – 6pm
Sat – Sun…….. Closed
Disclaimer: The purpose of this website is to provide general information only. It is not intended to be financial advice, however, any advice provided is general in nature and does not consider your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Please speak to your Lifespan financial adviser before making any financial decisions.