Kate Golder

Affinity Aged Care Financial Services

Partner & Senior Adviser

How Can Aged Care Financial Advice Help?

The process of transitioning to aged care can be confusing and emotional. Proactively planning for aged care gives us more choices and greater control over where and how we live and receive care. The area of aged care planning is complex and is not well understood by many financial advisers. Affinity Aged Care Financial Services is a leading provider of aged care financial advice and boasts a team of some of Australia’s most experienced aged care advisers. 

Kate and her team of senior aged care advisers draw on decades of experience to assist clients and their loved ones to plan for and confidently transition into aged care. Our clients receive a range of financial options to allow them to make empowered and informed decisions about the future.

Affinity Aged Care Financial Services’ advisers have a strong understanding of current legislation and aged care options so you can be sure the advice you receive is accurate. 

Aged care options available to you depend on your family arrangements and your health requirements. Affinity’s advisers help clients see the bigger picture and take into consideration family needs, estate planning considerations and strategies to generate sufficient cash flow, including access to government benefits and concessions.

Our process and fees are fully transparent

Affinity Aged Care Financial Services prides itself on providing personalised, easy to understand advice that always puts the needs of clients first. For this reason, we charge on a fee-for-advice basis and do not accept payments from product providers. Under these arrangements, transparency is guaranteed, our interests are aligned only with those of our clients and any potential conflict of interest is eliminated.

About Kate

Kate is one of Australia’s most experienced financial advisers and a sought-after speaker on the topic of financial planning for retirement. 

As a Certified Financial Planner™ and an accredited aged care advice specialist, Kate has spent more than 15 years advising clients in wealth management, investment advice, retirement planning and aged care.

Kate is a partner and senior adviser with the Affinity Group, one of Australia’s most respected and awarded financial planning, accounting and aged care financial advice companies. Through Affinity Aged Care Financial Services, Kate and her team of experienced advisers bring to clients an understanding of aged care financial services unrivalled by other financial planners. 

Kate is passionate about helping her clients achieve their financial and life goals. She and her team at Affinity Aged Care Financial Services understand that that decisions around aged care can be overwhelming. That’s why all Affinity’s advisers take the time to get to know their clients so their needs are fully understood and their goals are well planned for.

More Information

 

Affinity Aged Care Financial Services

9/60 Carrington St, Sydney NSW 2000
02 8078 0888
info@affinitywealth.com.au
www.affinityagedcare.com.au


 

Articles Contributed By Kate Golder

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