By Tania Phillips
Sandstone Financial Pty Ltd was born out of the desire to provide personal ongoing financial advice to enable their clients their desired lifestyle. Between the staff they have in excess of 50-years-experience in the finance industry and offer invaluable financial knowledge to help clients make informed decisions and guide them through a complex and constantly changing environment to provide financial security for their future.
Servicing Brisbane, Darling Downs, Granite Belt and Lockyer Valley, they aim to provide holistic advice including wealth creation and risk management.
Pam and Dan have been providing financial advice in the greater Darling Downs area for more than 18 years.
Pam is accredited and specialises in Retirement Planning, Centrelink and Aged Care advice. Pam believes these areas are very important stages of someone’s life and often there is only a small window of opportunity to set up finances in a manner that will benefit in the future. She said it was important to start planning early.
“When it comes to Age Care it can be a very emotional and stressing time for the family and emotional decisions are often not the best,” Pam explained.
“The Age Care process can be overwhelming and you need to make timely financial decisions, not to mention the need to understand such things as RADs, RACs, DAPs, DACs, MTAs, MTFs, MASs, having someone that is detached and knowledgeable in this area and who can navigate you through the complex Age Care and Centrelink maze will provide you with peace of mind and allow you to focus on your loved ones.
“We can provide different options and a balance between maintaining or accessing Centrelink, minimising fees and ensuring ongoing affordability to provide the needed Age Care for your loved ones. We can help with liaising with your Age Care Provider and Centrelink allowing you to focus on your family.”
To make an appointment please contact Pam on 0406 821 251 or 0419 691 46.
