An expert team to help you.
How we can help.
When you need aged care personal advice, we are here to help.
Our team have been leading the way in aged care advice and support to financial advisers (and their clients), accounting and law firms (and their clients) as well as industry super funds (and their members).
We make the complex seem simple and can work with older people and their families to access the advice you need to make fully informed aged care decisions. Aged Care Personal Advice™ provides advice across all of Australia, with meetings online via Zoom. But we can also connect you with an extended team of aged care specialists when needed.
Jennifer Langton,
Head of Aged Care Personal Advice
Jennifer has been working in financial services since 2008, specialising in aged care financial planning for over 11 years. She brings expertise in providing aged care personal advice to clients as well as broad experience and understanding of the aged care industry, including the legislation and the challenges families face when navigating the aged care system.
Jennifer is highly experienced in this complex advice speciality. She has also implemented and managed aged care advice capability for both boutique firms & larger corporations and has trained & developed aged care advice teams. Her personal and professional experience equips Jennifer with an incredible depth of knowledge and advice skills.
Jennifer holds a Diploma of Financial Services, a Cert IV in Finance & Mortgage Broking, a Diploma of Management and is currently completing a Master of Financial Planning. She is also an FAAA Aged Care Specialist™.
Jacqui Hayes, Senior Adviser
CFP®, BBus(FP), Dip FP, Accredited Aged Care Professional™
Jacqui has a knack for making the complex seem simple, and has provided aged care personal advice to guide many families through the aged care experience to:
Understand the process for accessing aged care services
Calculate the costs of aged care and age pension entitlements
Navigate through the assessment of fees and completing the relevant paperwork
Make informed choices for how to fund aged care costs
Manage family interactions and decision-making
Jacqui has achieved Certified Financial Planner (CFP®) status. She holds a Bachelor of Business (Financial Planning) as well as a Diploma of Financial Planning. She is also an FAAA Aged Care Specialist™.
Danni Dixon, Senior Adviser
BSc, Masters of Financial Planning, Accredited Aged Care Professional™
Danni has been in the financial services industry for 17 years. She has spent the last decade helping build and develop a specialist aged care advice division within a boutique financial planning practice.
During this time, she developed extensive knowledge on the aged care system from consumer, adviser and provider perspectives. She was part of the inaugural LASA NextGen Ambassador program.
Danni holds a Bachelor of Science as well as a Masters of Financial Planning. She is also an FAAA Aged Care Specialist™.
Louise Biti, Director
CFP®, MTax, BEc, BA(AS), Dip FP, CFP®, SSA, Accredited Aged Care Professional™
Louise has more than 20 years’ experience in financial services and is well respected across the industry.
Louise has always been actively involved in the financial services industry, and specialised in aged care. Her achievements include:
Previous member of the Aged Care Financing Authority (ACFA), which was a statutory authority that provided Government with independent advice on funding and financing issues in aged care
Previous Director on the Self-Managed Super Fund Association Board
Previous Director on the Financial Planning Association of Australia Board
Awarded the FPA’s Distinguished Service Award
Regular contributor to the Australian Financial Review
She has a Masters of Taxation, a Bachelor of Economics, a Bachelor of Arts (Asian Studies) a Diploma of Financial Services. Louise has achieved Certified Financial Planner™ (CFP) status, is an SMSF Specialist Advisor™. She is also an FAAA Aged Care Specialist™.
She is the co-author of the book: Don’t panic, age the way you want where you want.
Qualified professionals you can trust.
Our team are all accredited as Financial Advice Association Australia (FAAA) Aged Care Specialists.
