PrimeCare Financial Planning was established to provide affordable professional financial planning advice for individuals moving into aged care facilities.
We offer a range of aged care specialist services to you including; aged care financial consultations, specialist placement, Centrelink or DVA lodgement & assistance.
If you are house-bound and can't make it in to one of our offices our specialist consultants can visit you at your home.
Call us today on 1300 853 875
Our goal is to provide the best solution for everyone involved. It is a difficult time when transitioning from Self Care to Aged Care. At PrimeCare Financial Planning, as the experts in aged care finance, we pride ourselves on removing the financial stress out of this transisition by taking advantage of the benefits and concessions you are entitled to and preventing you from paying more than you need to.
PrimeCare Financial Planning Pty. Ltd. are completely independent. We don't pay commissions to any financial institution and we definitely don't sell advertisement space on our website. We remain totally independent for you.
PrimeCare Financial Planning provides a one off comprehensive consultation where we answer all your financial aged care questions and provide a range of scenarios so that you understand your loved ones financial future in simple and realistic terms.
• Flat consultation fee
• No hidden costs
• Certified Financial Planners
• Aged Care Expert Since 2007
• Independent Financial Licence
• No kickbacks
• Multiple locations
• Proven track record
Founder and co-director. CFP®, BA, Grad Dip Sociology, Diploma FP. She commenced PrimeCare Financial Planning in 2007 in response to a growing community need to provide personal financial advice to people working through the financial maze for Aged Care.
Robert Martin is Co-Director of PrimeCare Financial Planning, A Senior Aged Care Specialist and Placement Manager since 2012. He has been involved with aged care services industry for over ten years with a focus on understanding the clients’ priorities. Robert has helped hundreds of families move into aged care. His strength is to match an appropriate facility with the care needs of loved ones and their financial capacity. He assists families from start to finish on the aged care pathway and prides himself on his RAD negotiating skills and clear explanations of the aged care financials.
Robert has a Diploma in Financial Planning and a Bachelor of Engineering Degree from Monash University. He is a Co-Director of PrimeCare Financial Planning Pty. Ltd.
Robyn is a Senior Financial Planner and has a Graduate Diploma in Financial Planning. She has over 15 years financial planning experience with Bendigo Bank, Hillross and The Money Managers.
Senior Financial Planner CFP® Heather is a qualified Financial Planner with a Diploma of Financial Planning. Heather is a CFP® professional and a member of the Financial Planning Association of Australia. Heather is an authorised representative of PrimeCare Financial Planning.
Heather has a wealth of experience with a range of financial investment products, along with Centrelink/Services Australia procedures required for her clients. Heather has been involved with financial services for over 20 years assisting many families with their aged care and retirement needs, previously with Commonwealth Financial Planning (CBA).
Senior Financial Planner CFP® Christine is a Certified Financial Planner with a Diploma of Financial Planning, and a Bachelor of Economics from Monash University. Christine has also completed the Ethics and Professionalism in Financial Advice. Christine is an authorised representative of PrimeCare Financial Planning.
Christine first worked as a financial planner in the 90s and has many years of experience in advising a wide range of clients, across various strategies including life insurance, investment and superannuation..
Christine is a member of FAAA, Financial Advice Association of Australia.
Senior Financial Adviser
Synthia is a Certified Senior Financial Adviser, has an Advanced Graduate Diploma of Financial Planning and a range of other financial services qualifications including Ethics and Professionalism in Financial Advice. Synthia is a member of the FAAA financial association.
Synthia has many years of experience in a range of financial disciplines including superannuation, funds under management, retirement strategies and in recent years specialising in the aged care financial sector.
Synthia is an Authorised Representative of PrimeCare Financial Planning Pty Ltd and is aged care accredited and has a passion for guiding and delivering the most suitable outcomes for her clients.
