Information About Alliance Financial Planning
Why is this important?
It is important to understand who you are considering for financial advice.
Who is Alliance Financial Planning Pty Ltd?
Alliance Financial Planning Pty Ltd (Alliance) is a financial advice business in Brisbane. It is owned by Larry Raymond, a member of the Financial Planning Association of Australia since 1992 and a Certified Financial Planner since 1995. He has been providing financial advice continually since 1992. Larry is authorised to give most types of advice including self-managed super fund advice. He is an accredited Aged Care ProfessionalTM with over 15 years of experience providing aged care and home care advice.
Alliance is a fee-only financial advice business.
It provides specialist advice for people who are:
- Applying for or already in residential aged care.
- Applying for or already getting a home care package.
- In or moving into a retirement village or lifestyle village.
Alliance restricts new client inquiries to only those areas. This means that potential clients will have peace of mind knowing that the advice they receive has been provided by a Financial Planner who is a specialist in that area and who is continually providing advice in that area. This also means that the provider of your financial advice fully understands that area of advice.
What services does Alliance provide?
Alliance provides the following services to potential clients in the above-mentioned categories:
- Free telephone help
- Free calculation report service that allows enquirers to obtain valuable general information including the potential results of our advice and the advice cost before any commitment. See how our advice compares with what you have planned.
- Unique Back of the Envelope calculators for each of the above-mentioned categories (access the correct calculator for your needs via this webpage’s opening question, “What would you like information on?”) Click here
- Remote financial advice = financial advice to anyone, anywhere in Australia.
Our financial advice uses prudent, safe strategies together with a client-friendly methodology to provide outcomes based on clearly established client goals and objectives.