Financial Services

Accountants and More

10% for Seniors Card holders

Balance Aged Care Specialists

We specialise in helping the public to workout financially how to downsize into retirement villages, into residential aged care, gifting assets including property to family without affecting the pension. We can also assist with all Pension services with Centrelink or Department of Veterans Affairs (DVA) and aged care placement to help find a suitable aged care home for loved ones. We offer a 10% discount for all services mentioned for eligible seniors.

 

Curo Financial Services

10% rebate on your life insurance premiums once your new policy has been in place for 12 months

H&R Block Tax Accountants

10% discount on your individual tax return fee. At participating offices only.  

T&Cs https://www.hrblock.com.au/tax-academy/seniors-card-tax-return-offer 

ICARE SMSF

10% discount to the costs listed in the fee schedule on the iCare Super's website.

MEB Services

Seniors Card holders receive 5% off all charges.

Phillips Wealth Partners

Phillips Wealth Partners

Goal based and fee for service financial advice with accredited aged care specialists.

Robert Ingle ACT Tax Agent Services

5% off all tax services for Seniors Card holders.

Tax Window

Free initial consultation and 20% ongoing discount for ACT Seniors Card holders

Wybrow & Associates

Aged Care specialist advice

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Hughes Community Centre,
Wisdom Street, Hughes
(next to Hughes shopping ctr)

(02) 6282 3777

© 2024 COTA ACT, Canberra ACT Australia