Financial Services

Accountants and More

10% for Seniors Card holders

ACT Tax Agent Services

5% off all tax services for Seniors Card holders.

Australian Investment Professionals

33% discount from Standard Statement of Advice Fee, subject to further negotiation.

Balance Aged Care Specialists

10% discount off all financial appointments including home care, granny flat rights, pensions, aged care, downsizing and retirement villages.

 

H&R Block Tax Accountants

10% off the base (standard) fee for seniors

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.

RetireInvest Canberra

33% off any placement of investment fee

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

© 2022 COTA ACT, Canberra ACT Australia