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Independent Financial Advice when you need it most.

At Simmons Livingstone, we offer a holistic approach to our client’s financial well being. Making the right financial decisions when moving into an Aged Care facility is critical. We work with our clients and their families to provide the right level of support and expertise.

We specialise in the application of Aged Care government regulations, as well as understanding what’s important to our clients and the challenges faced by them at this time on their life.

We use our expertise to help our clients create effective advice solutions so you can make an informed choice about their Aged Care options and how best to fund it.

We Provide:

There are many ways to fund a move into an Aged Care facility and we work methodically with our client and their loved ones as to the best course of action based on their wishes and financial situation.

  • Peace of mind and a clear roadmap
  • Information to help with the decision-making process
  • Inclusion of the whole family to make a decision together
  • Clarity of Government requirements and regulations
  • Independent advice

Frequently Asked Questions

Most frequent questions and answers

How to select the right adviser?

Its critical you choose an Adviser that is qualified in Aged Care Financial Planning. This mean you are getting advice from someone who has taken the time to educate themselves about the specific needs of the Aged Care sector. 

It’s important you choose an Adviser that is experienced, but also sensitive to the wishes of  you and your family. 

Moving into Aged Care presnets many options and a good Adviser would work through all those  options ith you. 

What funding does the Government provide?

As we are an aging population, the Government is constantly looking at its funding model for Aged Care. Improvements in medical technology means we are living longer and have more productive retirements. 

The Government is responding to these changes by funding more home care packages. However, sometimes residential care is more appropriate. 

Speaking with an Adviser means we can work out what is best for you financially regardless of your needs and desires. 

Why seek financial advice?

We can help you see the wood from the trees. Going into Aged Care is an emotional time. Having professional advice can ease the burden on families and decision makers.

Seeking advice will give you more confidence and assurance you’re making the right decisions. 

Financial Planning in Aged Care doesn’t just include the initial cost but also the on-going management of cost of living that is required. 

Why is it better to seek advice from and Aged Care expert?

Aged Care is becoming increaing important, especailly as a niche area of advice. There are many areas of Government regualtion and funding that need to be considered and understood. 

Reforms in recent years has seen an increase in complexity.

Australians are living longer, and with greater wealth, meaning expert advice is critical at this point in your life-stage. 

Guidance and Support at Every Step:

Our team will provide you with impartial and independent advice, helping to provide full range of options and support during a significant financial decision. 

We are accredited with Aged Care Steps as Accredited Aged Care Professionals.

Download Our Information Pack

Kris has over 16 years' experience in the business advisory, accounting and taxation industry. His initial years were spent with WHK Group and PKF before founding Simmons Livingstone & Associates in 2013.

As Managing Partner, Kris has steered the firm to success, being instrumental in expansion of the firms client base and subsequent recruitment to increase the professional team size.

He brings his extensive experience within a variety of areas of business services and compliance, and has a proven track record of success with clients from a variety of sectors. Not only is Kris a an exceptionally valuable asset to the firm, his business advice is invaluable for professional service clients, from a financial perspective.

Kris places a strong focus on:

Kris is a forward thinking person who is dedicated to providing his clients with the best possible outcome in all situations. With a keen eye for detail, he ensures nothing is overlooked, so that client outcomes are maximised.

Kris has a young family and outside of work, when he’s not spending valuable time with the family, you’ll find him on the golf course or sampling a brew with the guys.

Simon began his career at PKF and several boutique accounting firms. He has established his reputation for excellent accounting consultancy, which has spanned over 13 years.

Simon is a passionate business advisor, specialising in:

 

Simons personable service and attention to detail ensures his professional relationships remain strong.  As a partner at Simmons Livingstone, Simon has lead the substantial growth of the firms large corporate space.

Through his sporting connections, Simon also has a strong reputation as an industry leader for professional sports men and women, representing sporting players and companies involved in various professional sporting federations and leagues.

Simon is a former representative golfer, and still enjoys a round most weeks. An avid sports enthusiast, you’ll find him kicking back with a red wine if there’s a good game on.

Tom joined the Simmons Livingstone & Associates team to head the financial planning division in 2015. 

Tom has a passion for providing quality advice and exceptional service.

He is driven to:

His approachable and trustworthy demeanour makes his service enjoyable and ensures a relaxed environment for decision making about financial matters.

Tom's extensive network of allied professional services provide the same level of outstanding consultancy, so clients can be assured that any financial problem or opportunity will be addressed with Tom's help.

Outside of work, Tom likes to be outdoors. He plays football and golf amongst other things. You will also find him enjoying good food and good beer with good friends.

Sam is our newest Partner to the Simmons Livingstone & Associates team, working with Tom in our Financial Planning division. 

Sam has a strong passion to educate and inform his clients about the importance of financial planning and getting started early. 

He is focused on:

Sam's greatest asset is his ability to support his clients to better financial wealth using his extensive network. 

 

SLG Financial Services Pty Ltd ABN 63 734 659 141 Ltd [t/a Simmons Livingstone & Associates] is a Corporate Authorised Representative of lnfocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523. Please Note: SLG Financial Services Pty Ltd is only authorised by lnfocus Securities Australia Pty Ltd to provide services related to financial products. Where services provided by SLG Financial Services Pty Ltd extend outside of financial products, please be aware that lnfocus is not responsible for this advice or service.