Beacon Aged Care Financial Planning
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Beacon Aged Care Financial Planning
Beacon Aged Care & Retirement Advisers is a family owned and operated business dedicated to delivering valuable and caring financial solutions for aged care throughout Brisbane, Gold Coast and South East Queensland. Every year we guide hundreds of Australian Seniors and their families to simplify the complexity of their aged care options.

If you are not in the Brisbane or Gold Coast area or would prefer to not meet face to face with one of our advisers, we have options for appointments via VIDEO or TELEPHONE. We arrange a meeting at a location convenient to you within South East Queensland at no extra cost. Alternatively we can meet by phone or video conference, whatever suits you and your loved ones.
Services
Beacon Aged Care & Retirement Advisers was founded in 2015 and from the beginning, we did things a little differently, specialising only in Aged Care Financial Advice. We provide real advice when it's needed most, creating significant long-term cost savings and security for our clients. We were inspired to establish Beacon after experiencing the complexities of the aged care sector firsthand, looking for the best possible care for a loved one.
Transitioning a loved one into aged care is never easy. Making a choice, and deciding how to fund that long term, can be overwhelming. Legislation and entitlements for support can be complicated and change regularly, and it's sometimes hard to know your options. As a family owned business, we promise you'll receive personalised advice in easy to understand language, to help make those tough decisions with confidence and certainty.
Cons around Respite I hear you ask? What could possibly be the downside to having a loved one you care for placed into care for. Each and every week we meet with families who are tackling the daunting process of moving loved ones into care. Often they're entering this whole. Amongst the daily tragedy unfolding on our television screens, the radio, in papers and online, other issues facing our sector aren't getting much attention.
Reviews (10)
Turkey OBrien
Turkey OBrien
Nov 18, 2021
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Beacon are aptly named! The overwhelming paperwork and convolutions of trying to navigate aged care services disappeared when these folks came to my rescue and managed the whole situation. It was literally a weight taken off my shoulders. I have already recommended Beacon to friends who have had the same positive experience. Things are explained clearly, and the team keep you informed and respond promptly to any kind of question with patience and understanding. They know their stuff. Thankyou sincerely for the help - Sara
Vim B.
Vim B.
Oct 19, 2021
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The Age Care Act and its interaction with Centrelink is complicated and convoluted! Frankly, I say to people " you got to have rocks in your head if you think you can navigate the minefield that is the Age Care Act and Centrelink on your own!!". Go with Beacon and the process is painless and efficient. I also recommend taking up Beacons offer of a once off fee for taking care of all matters Centrelink for the Client on an ongoing basis - money well worth every cent of it!
Yvette Luckock
Yvette Luckock
Aug 19, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
The business I conducted with Beacon was respectful, explained in full and used plain English. All clarifications sought were fully explained. Thank you for a pleasant and easy process to accomplish our goals.
Roxanne Zolin
Roxanne Zolin
Aug 09, 2021
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My Mother needed to go into Aged Care and we had picked out an Aged Care facility but we didn't know if she could afford it or how to go about applying for Centrelink. Narelle at Beacon helped us calculate what she would get from Centrelink and even applied to Centrelink on her behalf, making it all very quick (Yes, it was quick!) and easy! I will definitely use them when it is my time to go into Aged Care!
Wayne Sticher
Wayne Sticher
Jul 17, 2021
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My family are immensely appreciative for the way Jason and his team demystified the complex web of aged care funding options. Thank you so much for handling everything from explaining scenarios to managing all of the Centrelink forms, letters and enquiries.
From the moment of our first enquiry my parents were shown only respect and dignity by your entire professional team.
Des O'Keefe
Des O'Keefe
Jun 16, 2021
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We can’t speak highly enough about Beacon. Natalie and Jason were recommended to us and I was worried we wouldn’t be able to meet with them as we live in the Blue Mountains. Our appointment was on a Zoom call, and the outcomes provided were above and beyond anything we imagined. We were seriously worried we could not afford aged care for Dad, we were so wrong. I don’t know what we would have done without them!!
Bill Jackson
Bill Jackson
May 23, 2021
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The more research we did on aged care and its costs, the more confused we became. Fortunately, we were advised to speak to Beacon and from our first contact with the very helpful team, our confidence levels began to grow. During a 90 minute meeting, Jason was able to clarify complex arrangements for us and present options to get our mother the care she deserves. This was followed up quickly with clear written advice on various financial scenarios and the steps we needed to take to go forward. We cannot overstate the value to us of working with Beacon. Thank you Jason and team.
Linda and Bill.
Allan & Alison Dennis
Allan & Alison Dennis
May 07, 2021
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Positive: Professionalism, Responsiveness
Jason Gordon at Beacon was able to assist immediately to support the decision regarding moving a family member into permanent care. He provided a clear summary within hours of our telephone conversation, despite me not having a booked appointment. Thanks Jason - your help and support has made a difficult situation easier.
Julie Sykes
Julie Sykes
Apr 05, 2021
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Jason has been working with us throughout my dad's recent illness and passing. He has helped every step of the way. When dad wanted some extra reassurance about what was going to happen financially, Jason went the extra mile and visited him in hospital. Jason is amazingly quick with his facts and figures. He is calm and reassuring to work with.
My dad has since passed away and now Jason and Beacon are helping us through the process of mum moving into an aged care facility. We have been so grateful that we as a family have had the support that we needed through these very difficult times. Thanks
Leslie Keast-Patch
Leslie Keast-Patch
Jun 27, 2020
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Jason and Natalie have provided the most professional, sensitive and excellent service, guiding and supporting me to navigate the financial journey in aged care for my parents. I cannot speak highly enough about the genuine care they have given, always with prompt and reliable advice. It has made a very difficult couple of years so much easier. I couldn't have done it without them!