Name | Lawrence Raymond CFP® |
Company | Alliance Financial Planning Pty Ltd |
Address | 9 Park Street Coorparoo, QLD 4151 |
Phone | 0414 971806 |
Website | www.alliancefinancialplanning.com.au |
I own a financial advice business in Brisbane but provide advice throughout Australia. I only accept new client that are in my areas so specialisation: applying for (or already in) residential aged care, In (or moving into) a retirement village, and applying for (or already getting) a home care package. For enquiries in those areas, I provide a free telephone help service offering both Q&A and an emailed calculation report service to show the results of your DIY intentions over a few years (pension entitlement, care fees, cash flow, and wealth). That might be all you need. I am an Accredited Aged Care Professional and an SMSF specialist. Clients have come from referral sources including accountants, solicitors, and existing clients. I provide without a mandatory need for any face-to-face meetings.