Beacon Advisers
Beacon is a family owned and operated business dedicated to delivering valuable and caring financial solutions for aged care and retirement living throughout Brisbane, Gold Coast and South East Queensland.
Contact Aged Care and Retirement Advisers
Jason Gordon
► jason.gordon@beaconfp.com.au
► www.beaconfp.com.au
► 0434 560 164
Dedicated to providing comprehensive financial solutions for aged care and retirement. Beacon assist seniors and their families in navigating the complexities of aged care options, ensuring financial strategies are tailored to individual needs.
Key Offerings Aged Care and Retirement Advisers:
Financial Planning for aged care: Beacon offers expert guidance on funding aged care. Including strategies to maximise pension entitlements, minimise means-tested fees, and protect assets during care.
Retirement Planning: They provide advice on superannuation, investment strategies, and income streams to help clients achieve a comfortable retirement.
Fixed Fees: As a family-run business, Beacon offers transparent and affordable fixed fees. Therefore ensuring professional assistance is accessible to as many people as possible.
Industries Served:
Aged Care: Assisting elderly individuals and their families in managing the financial aspects of aged care.
Retirement: Helping individuals plan and prepare financially for retirement.
Companies Highlights:
Experience: Beacon has been guiding families through the complexities of aged care for several years. With a detailed understanding of the system and legislation to ensure clients receive the support they are entitled to from Centrelink/DVA.
Nationwide Services: While based in Brisbane and the Gold Coast, Beacon offers nationwide appointments via video and telephone. By using secure communication platforms like Zoom or Teams.
Client Testimonials: Clients commend Beacon for their professionalism, knowledge, and support. Highlighting their ability to simplify complex aged care processes and provide clear, actionable advice.
By focusing on personalised financial strategies and transparent pricing, Beacon Aged Care & Retirement Advisers aim to empower seniors. And their families to make informed decisions about aged care and retirement planning.
-
LPA Consulting
Marisa Galiazzo - CEO -
Anchor Excellence
Cynthia Payne - Founder & Managing Director -
Colliers
Bruce Message - Director | Advisory Services
