Larry Raymond

Alliance Financial Planning Pty Ltd

Silver
19 Yrs Experience
Coorparoo, QLD 4151

Larry Raymond has been a financial planner since 1992 and a Certified Financial Planner since 1995. Larry is authorised to give most types of advice including self-managed super fund advice. He is an accredited Aged Care Professional with over 15 years of experience providing aged care and home care advice.

For the last 10 years, Larry thru his business, Alliance Financial Planning, has restricted new clients to only people who are: applying for or already in residential aged care, applying for or already getting a home care package, and in or moving into a retirement village or lifestyle village.

By restricting new client to only those areas, potential clients will have peace of mind knowing that the advice they receive has been provided by a Financial Planner who is a specialist in that area and who is continually providing advice in that area.

Larry provides the following services to potential clients Australia-wide in the above-mentioned categories:

  • A free telephone general advice Q & A help and a free calculation service to help people become more informed.
  • A free calculation reports that allows people to obtain valuable calculation results. These results are for their DIY scenario (pension entitlement if applicable, care fees if applicable, cash flow, and year-by-year wealth value) - each for the next few years. These are calculation results that are almost impossible to get elsewhere. The report also includes the results that our advice would provide based on the DIY scenario. This allows people to see how much difference our financial advice will provide. The advice fee is also provided before any commitment. Providing the results of both scenarios as well as the cost of the advice allows enquirers to decide if the financial advice will be value for money.
  • Financial advice can be provided remotely to those who are not in the Brisbane area.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

My advice fees are based on the complexity of the advice being provided and the time it will take.. A quote is provided before starting any chargeable work.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Alliance Financial Planning Pty Ltd

9 Park Street
Coorparoo, QLD 4151

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Futuro Financial Services Pty Ltd

AFSL 238478