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Wakefield Partners - Financial & Investment Planning
Provided by
Wakefield Partners
Overview
Organizing aged care for a loved one is traumatic and emotional enough without the money side of things.
Our view is that the financial aspects and implications of aged care are best discussed face to face. We can present you with all the scenarios in our initial consultation, providing you with the information to make key decisions quickly. In person, phone or Zoom - we can help!
Don’t be fooled into thinking you need an expensive financial plan to enter aged care. You just need the options, presented quickly and in plain English.
Advisors & Professional Services
- Available across Australia
- Financial advisors
- Financial services
- Aged care consulting
- Aged care costs & fees
- Centrelink / DVA forms
- Financial counselling
- Financial planning
- Retirement planning
- Understanding pensions
- Estate planning
- Investment options
- Retirement funding
- Superannuation
Reviews
Provider ID: 61814
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