Who We Are
WA Aged Care Financial Solutions was established to address a growing need for financial advice from Aged Care residents, and Home Care recipients, and their families in Western Australia.
Principal Adviser, Andrew Hopkins, holds a Diploma in Financial Services (Financial Planning) as well as a Master of Business Administration, and Bachelor of Engineering, both from the University of Western Australia.
Prior experience includes a variety of commercial roles in the Wesfarmers Group, including work on a diverse range of projects as an executive in the Wesfarmers Business Development team, and as General Manager of the ASX200 listed Bunnings Warehouse Property Trust.
Sarah Baldwin has joined us at WA Aged Care Financial Solutions. Sarah is a Certified Financial Planner and has more than 20 years of experience in the financial services industry.
For the past seven years, Sarah has been closely involved with the Aged Care and Community Services Sector and with her valuable experience in financial planning for this sector, Sarah is a great addition to our team.
Assisting as Office Manager is Tricia Ross. Tricia had previously worked with Andrew at Wesfarmers and provides more than 20 years of valuable experience in administrative roles.
As testament to our reputation, WA Aged Care Financial Solutions is proud to be selected by Aged & Community Services Australia (the not-for-profit peak industry body) year after year as its exclusive financial planning partner for Aged Care residents and Home Care recipients.
Whether you are considering Aged Care or Home Care, there are many things to consider.
In this emotional time for a family, crucial financial decisions must be considered.
The financial implications of Aged Care or Home Care are complex, with relevant facts and figures changing regularly throughout each year. Unfortunately, seemingly simple financial decisions taken in haste can have long term detrimental financial implications.
If care is not taken, government pensions may be reduced or lost and Aged Care fees much higher than otherwise.
Why Choose Us?
We are privately owned with no ownership links with any financial institution or product provider, or affiliation with any Aged Care provider. We therefore provide advice that is perfectly tailored to your unique situation, and pride ourselves in our personal approach.
Delivering peace of mind for you and your family!