"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 & Family
