Dan Marks

Dp Wealth Advisory Pty Ltd

Bronze

25 Yrs Experience

Toowoomba City, QLD 4350

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I am an Accredited Aged Care Professional and supporting families through aged care decisions is what I do best. I work with retirees and their loved ones to make sense of aged care options, reduce financial stress, and find strategies to get the most out of government assistance while preserving family wealth.

As part of the aged care planning process, we prepare a detailed Statement of Advice. This document shows how you can cover aged care costs in a way that suits your financial situation.

Care at Home is also changing from 1 November 2025, and the costs and funding rules will become more complex. A financial plan can give you peace of mind that the care you need can be paid for.

Aged Care

We prepare a personalised financial plan (Statement of Advice) to help you manage aged care costs. Pricing reflects the level of complexity involved.

5.00 July 2025

Dan was recommended to me by my Accountant, stating that Dan specialised in Age Care Maters. Once meeting with Dan and explaining our Mothers financial position, Dan completed a Statement of Advice which detailed recommendations and strategies that would benefit Mums estate. Dan and our family meet and discussed the investment options given to us. Our family went with one of the options in Dan's Statement of Advice. As Aged Care is a mind field, it was great to speak with someone who understood our family needs. I would highly recommend Dan if you are looking for someone to assist in Aged Care planning.

5.00 September 2020

Dan provided advice and explanations to ensure that the transition of my Father into aged care and financial arrangements to facilitate the funding of associated costs , with the 'change in life style' . Advice and options were provided in a accurate ,knowledgeable and clear manner. All options were able to be discussed and explained in clearly to me prior to making decisions. Dan also assisted with the consolidation of financial services to ensure that the best options were provided for my circumstances. Dan advice was professional , timely and accurate and clear.