"A few months ago we became acutely aware that our elderly parents were not coping at home. They needed to sell their home and move into an aged care facility. Suddenly we were faced with many life changing decisions for our parents.

Our family knew nothing about the Aged Care system when it became obvious our parent’s days of independent living were over. Things seemed to happen so quickly. Arranging aged care for them was an emotionally draining experience and that was before we added the stress of navigating the unfamiliar and complex Aged Care system.

We needed to make sure we were doing the right thing by them financially. We faced many choices and the numbers, especially with aged care accommodation bonds, were daunting. We were focused on finding the most appropriate residential facility without realising the wide range of financial implications. We needed expert Aged Care Specialists to help us so it was an absolute blessing when we were referred to Erika and Robert from PrimeCare Financial Planning. They completely eliminated our stress levels with the bond negotiation and the associated ongoing costs of care.

We have been impressed by the depth and breadth of their knowledge of aged care bonds and financial planning, their ability to save us money and to rapidly identify our needs and provide simple explanations of complex issues. Most importantly, PrimeCare provided us with a very responsive, friendly and personal service.

We were so pleased we also engaged their services to deal with the intricate Centrelink asset assessments. This move ensured we had the most accurate strategy for care costs, tax, the pension and cash flow.

Erika and Robert are always reasonable and clear with a deep appreciation of the complexities of Aged Care. We appreciate that we can get good advice at any time on a relaxed personal level and this is extremely important to us.

Trust, integrity and sound advice are some of the words that immediately come to mind when describing their approach to our situation. We have no hesitation in recommending them as they have provided an affordable, outstanding service for our family."

Margaret B and Family.


"I reflect on how anyone not used to handling aged care documents actually deals with the ‘chore’ of understanding content and signing; and with so many pages, even the simple addition of the schedule number on each page would make the cross referencing task significantly easier. Thanks for your help throughout the total process.  I found it easy working with you and particularly appreciated both your networking and  reliability in following through on the various issues we came across. Despite what I felt was my reasonable backgroundknowledge and experience on the general subject, I found it re-assuring to have a ‘pro’ involved in sorting the key issues."

Kind Regards, Colin S

I would like to thank you very much for helping to make our mother's move to the next level of care an actually enjoyable experience!! The thought of trying to find an appropriate facility while living some distance away (interstate) was daunting, but after my first visit to discuss finances, I was confident we had found the right people for the job!

By providing the list of accommodation places you provided that were suitable, based on our preferences and financial situation, the hunt was easy. The level of communication and support was outstanding and having you negotiate on the bond was a terrific outcome.
I will certainly pass on your name to those we know who will be in the same situation with parents and relatives needing to move to higher care. Being totally ignorant of how aged care accommodation works, it's obvious to me now that only experts like you should be employed. Mum is extremely happy in her new home. Thank you again for a wonderful outcome.

Yours sincerely, Marion H.

Dear Erika, Many thanks for your practical and down to earth approach to aged care, in what is a rather stressful time for us. Kind Regards Ella K.

Thank you Robert, very much for your assistance to me, concerning the successful placement of my mother. Thanks also to Erika for her part in this successful outcome. The process of making her "space" homely has begun. All factors considered, PrimeCare's role was very valuable in simplifying this outcome. Your cost was very reasonable for the service you have provided. Best wishes for the future in every way.

Sincerely, Michael C.

Dear Rob,

Thank you so much for all your assistance with arranging mum’s aged care placement – it’s been a very trying time to adjust to the many changes with her health, care and placement. PrimeCare’s assistance with the many issues that needed to be addressed was valuable and irreplaceable, the guidance and flexible nature of patience shown to me and the family is/was truly appreciated and welcomed.  So thank you Rob for your help over these months, we will certainly keep you in mind for any future needs.

 With many thanks and regards

 Natalina S

 

 

aged-care-finance-advice-accred

Erika Wilke and Robert Martin are authorised representatives of PrimeCare Financial Planning Pty Ltd, ACN 602 458 613
Australian Financial Services License No. 473141