PrimeCare Financial Planning is a reputable financial planning firm specialising in aged care services, established in 2007 by Erika Wilke and Robert Martin. With a focus on providing affordable and transparent financial advice, PrimeCare aims to alleviate the stress and confusion associated with transitioning into aged care. Their team of experienced professionals, including Senior Financial Planners like Robyn and Heather, offer expert guidance on understanding the financial implications of aged care, ensuring that clients and their families are well-informed and empowered throughout the process.
PrimeCare Financial Planning prides itself on its independence, holding its own Australian Financial Services Licence (AFSL No. 473 141) to remain unbiased in offering services to clients. The firm’s commitment to transparency is reflected in their fixed fees structure, avoiding common industry practices like offering “first 15 minutes free” hooks. With a proven track record in the aged care industry, PrimeCare’s directors Erika and Robert regularly conduct educational sessions and are consulted by government agencies and aged care facilities for their expertise, showcasing their leadership and dedication to serving the community.
As a client-centric business, PrimeCare Financial Planning places the needs of their clients first, providing ongoing support and assistance even after the initial consultation. Their team of Certified Financial Planners, including Robert Martin, who specializes in aged care placement, ensures that families receive personalized guidance and clear explanations on navigating the complexities of aged care financials. With a focus on reducing financial stress and confusion, PrimeCare is dedicated to helping individuals and families make informed decisions when it comes to aged care planning.