Karen Walmsley

Powe Financial Advice

Gold

16 Yrs Experience

Miranda, NSW 2228

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My mission is to provide personalised advice in a caring and stress free environment, where people feel welcome and comfortable to work together on a financial solution for all stages of life.

The aged care system is very complicated, my aim is to help families with the conversations around aged care options and to work with them in finding an effective solution that suits their goals and finances.

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Tax Strategies
Growing Assets
Budgeting

5.00 November 2024

Always friendly, well prepared and gives clear advice.

4.75 September 2024

I found that navigating the Aged Care system very challenging and difficult to understand the rules and the many options to consider. Trying to deal with finances aspects attached to such an emotional time related to care of parents is overwhealming. Karen provided thorough information , and options to consider, that assisted so much with decision making. Highly recommend

5.00 May 2024

My experience with Karen was quick professional and I’ve already recommended her and passed on her contact details. Everything that was discussed was clear and comprehensive taking into consideration all scenarios and information. Thank you Karen you are a star.

5.00 April 2024

Karen made things very clear about Age Care. It’s such a hard and confusing time for family to put their loved ones into a nursing home. Walked out feeling a lot more positive about different charges to Age Care. Would highly recommend.

5.00 April 2024