Hi.. I am a Senior Financial Advisor with 21 years’ experience working with a range of clients with varying needs.
The most meaningful relationships I have made over the years have been when working with my elderly and frail clients. That is why after relocating to the Mid-North Coast, I decided to specialize in providing advice to those that find themselves (or their family member / friend) needing access to Aged Care support.
Most people want to remain independent throughout retirement and to stay in control of where and how they live. But our ability to do so may depend on our health and physical well-being. As we age, some things become harder to do on our own.
This can be a stressful time. Living arrangements may need to change so that you can stay in your home longer. If you are unable to live independently in your home, you may need to move to residential aged care.
The financial decisions that must be made (often quickly) are complex and can be difficult to understand, adding additional stress to you and your family. Getting the right information and advice can help you to understand your options and the implications for your cash flow, Centrelink or other concession cards, aged care fees, taxation and estate planning. This will allow you to make the best choices for your future care, security and happiness.
Before making any decisions, contact me to talk about the care options available to you, the costs associated with them and the best way to restructure your finances to pay for the appropriate care.
I am based in Emerald Beach (North of Coffs Harbour). I am flexible with meeting you where needed. I can also facilitate video conferencing instead of face-to-face meetings wherever you may be.
Contact me on 0431 414 799 or firstname.lastname@example.org to discuss your aged care needs.
Introductory meeting - A phone or video call where we talk about the aged care needs and how I may be able to help you.
If suitable, I will then send you a services proposal and quote.
Jason's knowledge and experience helped me get an age pension in just a couple of weeks, and the result is unbelievable. Wish I had followed through earlier and not have procrastinated for many months. Money well spent. Thank you Jason.
Jason was very easy to understand and showed that he has a comprehensive knowledge in aged care financial advice. We feel much more comfortable now about the choices we have going forward. Thank you so much Jason.
Jason was a rare find and so worth it. We felt in safe hands to be able to make an informed decision about the financial options for paying for aged care. Jason created calm, assuring conversations, listened intently and explained clearly. Highly recommended.
Jason's expert advice on aged care planning and strategies has been a tremendous help to myself and my siblings at a very emotional time. Jason provided detailed scenarios, projections and advice on all the issues that had been raised. He explained this advice in a way that we could all understand, answered any questions we had and kept our parents interests as his main priority. We would highly recommend him.
Very experienced and able to articulate complex aged care options and government procedural matters clearly and concisely
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2000
- Years of experience 22
- Graduate Diploma of Financial Planning
Burley Aged Care Advice91 Smiths Rd
Emerald Beach, NSW 2456
- 9:00am – 4:00pm Monday – Friday
Count Financial Limited