Aged Care Financial Advisers Brisbane

Our approach to working with people planning aged care living

We will ask you to fill in some of the financial details for Mum (and/or Dad but it’s usually just Mum). We then have a free appointment where I will go through and explain the Aged Care financial rules that apply to Mum. I won’t talk about any of the rules that don’t apply to your situation as it can just get too complicated and I want to make it easy to understand for you. I’ll answer any questions you have and talk about some of the important decisions you have and when and how best they are made.

If you’re on the right path and there is no financial benefit I can add to the family, I’ll let you know.

Otherwise I’ll quote you a fixed fee in the appointment, give you some timelines and then prepare a plan where I usually compare multiple options so you can see which one works best and why.

Common challenges for aged care planning

Disagreements Between Family Members

The black sheep in the family. This is an unconventional family member who sometimes disagrees with what the other family members think is best. We can help with this.

Lack of Enduring Power of Attorney

The absence of an Enduring Power of Attorney (EPA) can create significant legal and financial barriers when you’re making decisions on behalf of your loved ones. In this instance, our team of expert financial advisers can help appoint the public trustee to manage affairs, taking the stress out of it. However, we strongly recommend appointing an Enduring Power of Attorney to ensure your parents’ wishes are carried out and their interests are protected, and this is also something we can help you with.

Emotional Attachment to the Family Home

Having an emotional attachment to the family home. This is generally fine. We ask about this, and if it’s important, we will try to come up with scenarios that make it affordable to keep.

Choosing the Right Aged Care Facility

Not knowing what Aged Care facility you want Mum (and/or Dad) to go into. We believe the most important part is to find a facility where they will feel most comfortable. We can usually make the finances work with any facility. If you’re unsure what Aged care facility is best, I’ll refer you to a consultant who can help you work that out.

What our clients think of us

 
 
 
 EXCELLENT  
 
 23 reviews
 
 
 
 
  
 
 
 
  
 
 
 Jo Crawford-Bryde 
 
2023-09-27
 
 
  
 
I recently met with my financial advisor Scott Quinlan to discuss proposed plans for retirement. As always, Scott was able to set out the information, processes and options in a clear and easily understood manner.  Aside from the clear and sound financial advice, what most impressed with was the time that Scott took to actually talk to me about my readiness to retire. To check that I was mentally ready to enter this next phase and transition from work. I came away from the meeting feeling valued and reaffirmed that this was the right time as all of the issues I had been pondering were discussed openly. I cannot recommend Scott highly enough. He has been a valued advisor of myself and my husband for over 15 years and his management of our retirement funds has placed in a great financial position.
  
 
 
  
 
 
 
  
 
 
 KEVIN BRAY 
 
2023-08-30
 
 
  
 
My Wife and I started with Scott when he was with Whittaker Macnaught and have been with him to this day. We are now retired, and self funded thanks to Scott and Solace Financial.
Kevin & Lorraine Bray.
👍👌
  
 
 
  
 
 
 
  
 
 
 Gary Rigg 
 
2023-08-24
 
 
  
 
Scott and his team take the time to understand what your goals and needs are and then provide an ongoing service to achieve those goals in a friendly, professional and committed manner.
  
 
 
  
 
 
 
  
 
 
 Lois Jewell 
 
2023-08-24
 
 
  
 
Scott and the team at Solace Financial are magnificent. We came to them in a quite a mess after the GFC, and they have confidently guided us to a stronger financial position with an investment strategy aligned with our risk profile and life goals.
  
 
 
  
 
 
 
  
 
 
 Richard Dart 
 
2023-08-23
 
 
  
 
We have been with Scott Quinlan and his team at Solace Financial every since they emerged from Whittaker Macnaught over 10 years ago.  Their advice and service has been outstanding and we would highly recommend them to any future investor.
  
 
 
  
 
 
 
  
 
 
 Kevin Goos 
 
2023-08-23
 
 
  
 
Scott has looked after our finances for many years and we have absolute trust in his expertise and judgment. Thanks to his sage advice, we are well set up for a comfortable retirement. He’s such a terrific person and has wonderful people skills. Very highly recommended for anyone looking for sensible advice and strategising to achieve your long term financial and lifestyle goals.
  
 
 
  
 
 
 
  
 
 
 Bronwyn C 
 
2023-08-22
 
 
  
 
Scott Quinlan at Solace Financial has been advising me since 2017. Scott actively manages your investment and he thinks about it through the lens of your individual needs. Scott's support staff, in particular his EA Mel, are quick and efficient in attending to the daily management of his client portfolios.
  
 
 
  
 
 
 
  
 
 
 Sarah Day 
 
2023-07-31
 
 
  
 
Steve has been my financial advisor for years and he has always been there for me for advice and assistance. Steve’s advice is always amazing and he is so considerate and generous with his time. Thank you Steve!
  
 
 
  
 
   
 
 

Experienced team of aged care financial planners

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