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Aged Care Financial Advisers

Aged Care Financial Advisers

5.0(12 reviews)See reviews ↓·Toowoomba

What customers say

Based on genuine customer reviews

Toowoomba families managing an ageing parent's affairs frequently single out Rob Laurie for his knowledge and calm manner. Recurring praise centres on how clearly he translates the aged care funding system, a process clients describe as complex, into language that non-specialists can act on. Accounts often mention that he listens carefully, answers questions quickly and avoids burying families in unnecessary detail. A theme that appears in many comments is the modelling of different scenarios, with reports setting out the financial implications of each path so relatives can weigh up options for a parent's assets and ongoing care.

Prompt and concise correspondence, whether by email or in conversation, is another quality that reviewers return to, alongside the timeliness and thoroughness of the finished advice. Those acting on behalf of a mother or aunt note the patience and empathy shown throughout, and some add that the exercise also sharpened their own retirement planning. What emerges consistently is a service that leaves families better informed and more certain about how a relative's care will be funded, particularly when a move into residential care prompts difficult decisions about money and assets.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

DN
diane ng19 September 2025

Rob is very thorough & patient in explaining my parents aged care financial options. He has a deep understanding of the aged care industry and shared the various options available to us in a clear & easy to understand manner. I would highly recommend using Rob to help navigate the complicated aged care finance issues. Much thanks Rob!

NW
Nikki Wagner22 August 2025

Rob has dealt with my enquiries with prompt, succinct communications via e-mail with relevant questions to ascertain exactly what my case entails. He has a very sharp mind & seems to have a thorough understanding of many facets of the Aged Care industry that befuddle us lay persons. Unlike many such providers of information, Rob was able to listen carefully, respond thoughtfully & avoid confusing me with unnecessary detail. He very generously offered support, paperwork & advice prior to me committing to accepting further services. This support enabled me to deal with my concerns without entering into a formal contract. kind regards, Nikki Wagner

PT
Paul Traynor28 December 2024

There is a lot to deal with when caring for an aging Parent especially when we have to make decisions on their behalf. Rob’s thorough, result driven approach has been incredibly helpful allowing us to know with as much certainty as possible that as far as finances are concerned our family member is going to be well looked after. His service also highlighted where we are behind in our own future planning which is very helpful.

JT
J T13 November 2024

Thank you Rob for your time and patience today your empathetic approach and knowledgeable advice is greatly appreciated.

JW
janine white25 April 2024

Thank you Rob for providing such a fantastic and professional service. Your knowledge and ability to explain the complex financial mechanics of aged care funding has made such a difference, we are now aware of how to best fund our Aunts aged care needs for years to come.

MW
Michelle Woodcock19 January 2024

When faced with putting our Mum in a nursing home, we were so overwhelmed with the Aged Care System and confused as to what to do with Mum's assets so she wouldn't run out of money or be financially penalised by the decision we made. Rob listened to our situation and completed a report which modelled several options for us to consider. He explained our options in such a way that we felt confident to forge ahead and make the best decision for Mum. I would highly recommend Rob to anyone facing putting a loved one in Aged care.

T
Terry18 March 2023

We were extremely pleased with the professional, expert advice that Rob provided on behalf of our aged parents who needed to move into a nursing home at relatively short notice. We were a little hesitant at first about the service not being face-to-face as we were not in the same city as Rob. As it turned out, this was not an issue at all. Rob’s processes although not face-to-face for us, nevertheless worked perfectly. We were particularly pleased with how Rob went out of his way to make sure we received his advice and his report in a very short turn around time. We needed the advice quickly and he delivered as he said he would. We have no hesitation in recommending Rob at Aged Care Financial Advisors to anyone in need of friendly, understanding, professional, expert advice on aged care financial matters.

Financial advisers & planners in Toowoomba compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Toowoomba are compared.

RankProviderRatingReviewsOpen Sat.
1Gallagher Toowoomba (formerly Fortress Financial Solutions)★ 5,028No
2Serenity Financial Planning★ 5,014No
3CommonCents Financial Planning★ 5,014No
4Aged Care Financial Advisers (this page)★ 5,012No
5Wealth Factory★ 5,07No
Contact
+611300550940agedcarefa.com/?utm_source=GBP123 Margaret St, Toowoomba City QLD 4350
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–19:00
Friday08:30–17:00
SaturdayClosed
SundayClosed