Get Aged Care Financial Advice from an Accredited Aged Care Professional™
Vince Lam is an Accredited Aged Care Professional™ and an experienced Independent Financial Advisor in the North Shores of Sydney. He works closely with individuals and families to assist in making educated decisions when looking at aged care options for a loved one.
We are very different compared to other Financial Advisors in Sydney.
Plutus Financial Guidance provide CIFAA-certified independent financial advice. As independent financial advisors we take no asset-based fees, commissions, kickbacks – nor do we receive referral fees.
Residential aged care services include options like Residential Care (often referred to as nursing homes), Respite Care, Specialised Dementia Care and Palliative Care. We understand the complex array of emotions and external factors that surround the decision making for all involved. Contact us today for specialised aged care financial advice.
Plutus Financial Guidance aim to deliver aged care financial advice with great integrity and sensitivity. We are here to help make the process less daunting and complex.
Nursing Home Financial Advice is Important
Aged care facilities (often referred to as nursing homes) provide accommodation, meals, cleaning, 24 hours round the clock care, plus extras where available. Consequently, the costs associated with aged care facilities and residential care are significant.
Seeking help from an aged care financial advisor can determine associated costs and plan for how these costs can be financed. Lack of planning and/or limited funds can severely limit aged care options for some families.
Aged Care Financial Advisors throughout North Sydney
All clients will have unique circumstances, needs and requirements when it comes to Aged Care. It is therefore imperative to seek professional aged care financial advice to obtain clarity and guidance on suitable options. The value of advice is to remove uncertainty, avoid pitfalls and get clear direction on financial options for accomodation payment and associated costs.
You can learn more about our aged care financial advisory services by reading our blog, Aged Care Advice, via this link.
Speak to Vince Lam for Aged Care Financial Advice
Principal Consultant MAppFin BCom CPA JP
Vince is an Accountant and an Independent Financial Advisor with a wealth of industry experience. He has worked for blue chip organisations such as Deloitte, ABN Amro, AMP, HSBC, Westpac & Energy Australia.
His academic qualifications include a Master of Applied Finance from the Macquarie University Applied Finance Centre and a Bachelor of Commerce degree from the University of Sydney. He also holds the Certified Practising Accountants (CPA) designation and is an Accredited Aged Care Professional.
One of Vince’s personal passions is his work in philanthropy. In past and present Vince has actively supported a number of organisations and causes, including Room to Read, Deaf Connect and has also established his own philanthropic organisation.