About our team of Aged Care Consultants
Agedcareadvisors.com.au is a specialist division of Nixon Financial Services Pty Ltd, a financial planning firm with its roots dating back to July 1973 when Bob Nixon, a former secondary school teacher, became involved in providing clients with financial advice. For further information about Nixon Financial Services click here
Bob Nixon, B.Com., Dip. Ed., Dip. A.I.I., F.A.F.A.
Accredited Aged Care Professional™
Bob is an Authorised Representative No 264149 of Sentry Advice Pty Ltd (AFSL 227748)
Bob’s experience in financial planning, insurance, estate planning, cash-flow analysis, superannuation and account based pensions, Centrelink matters, DVA and general investment advice are all of great benefit when considering the complexities of planning the financial pathway into permanent Aged Care for an entrant.
Bob, Judy, Leigh and Rod have recently undertaken refresher courses in understanding the new post-1 November aged care rules and can meet with new clients at either of our offices, via Zoom or Teams - or even by telephone, regularly working with major city clients , remote areas and even overseas.
We can help you make Aged Care fit within your means.
Leigh Jenkins, Grad DipFP.
Senior Financial Adviser
Accredited Aged Care Professional™
Rod Harper, MFinPlan
Financial Adviser
Rod joined Nixon Financial Services after 10 years of broad experience in personal advice to clients. He holds a qualification as a Master of Financial Planning through Kaplan Professional marking him as an adviser of depth and skill. He studied the advice regime of aged care clients in his Masters course and now includes Aged Care advice in his skill set.
We can help you make Aged Care fit within your means.
Judy Mackenzie
Accredited Aged Care Professional™
Judy Mackenzie provides essential back-office support to Bob, Leigh and Rod by providing a high level of understanding and expertise in preparing model solutions to exactly fit our clients' needs.
Judy holds the Accredited Aged Care Professional designation and her knowledge is invaluable to our team members and clients.
We recognize the need for clear, accurate, yet simple guidance on Aged Care funding issues as the key benefit that we can provide to new Aged Care entrants and their families.
Our business is under-pinned by the three pillars of
KNOWLEDGE- EXPERIENCE-TRUST.
We strive to help people of all levels of financial status,
from those with low means, right through to those with substantial wealth to enter permanent aged care of their choice using the resources available with the minimum impact on immediate and ongoing costs, and aim for a positive outcome on the future estate value.
We know that your first priority
is the comfort and ongoing care of your loved one and we also know that you have an emotion-driven view of the time that you would like to share with your loved one as they reside in permanent aged care.
We respect your emotional position,
but we believe that we are able to add an unemotional dimension to your scenario that is of great benefit to the overall future of the family as a group. We look at the financial numbers and the relevant age, health and attitude issues of the intended resident as we map out a financial plan for their situation - every one is different.
We can help, wherever you may be in Australia.
Many of our clients are a great distance from where we are based and that is never a problem. The rules for entry to permanent aged care apply exactly the same all over Australia and modern technology allows us to make contact with our clients and provide our advice solutions by phone, conference calls, Zoom or Microsoft Teams, emails, ‘snail mail’ and even in person where our locations are convenient for you to visit us, or for us to visit you.