Aged Care Financial Planning

At the start of our Aged Care process, we praised Shaun for his knowledge and guidance.That is now several months ago. Since then, our family member has moved through Transition Care, Respite Care and is now happy in an Aged Care Home.These phases came with new rules, new Government forms, new assessments and new decisions for us to make (including financial).Shaun has smoothed the path throughout and as this journey is not yet over, it’s reassuring for us to know his expert support continues in the days ahead.

Shaun has been a huge help in the placement of our much loved Mum. He has guided us through thisdifficult time with patience and empathy. He continuesto guide us financially and I would highly recommendhim to anyone who asked.

Thanks ShaunI have been trying to get my family ahead of all that is coming. You put everything in a plain enough way that they now understand the urgency and importance of it all. Your advise is most valuable.Brett

Shaun has been a great help for our family, we are so pleased with his efforts in assisting our family!

Director Shaun and his extended team provided a high level of professional attention and knowledge in the planning and execution of entering my elderly father into aged care. I was given regular updates on the progression of finding dad the most appropriate facility, negotiation with management and the application to Centrelink for the aged care pension.All this was done during Covid. An outstanding job in reassuring me during this stressful time of planning the next stage of my father’s life. I was so appreciative and dealing with Shaun personally was alway a pleasure. He went out of his way constantly.He is extremely organised, has an extensive range of contacts and resources to achieve the objective.I highly recommend Shaun and his business to assist in the future planning of your beloved older family members

Shaun has helped our family through the very difficult process of moving our much loved mother into aged care. He has helped us to find the most suitable facility for our mums care and guided us through the maze of aged care financial planning with expert financial advice. He has done all this with patience, empathy and kindness. Shaun's help has been invaluable and I have no hesitation in recommending him.

Shaun has provided invaluable advice in planning our Mother's aged care needs.

Shaun was helpful in explaining options for our mum. We now have a better understanding of possibilities.

Thanks Shaun.

We were recommended to Shaun from Aged Care Financial Planning, when things became a little confusing and difficult in regards to our elderly parents in Aged Care. Shaun has been a godsend. He is very knowledgable and professional with all the intricacies and nuances associated with the ever changing Aged Care rules, which the lay person would have no hope of sorting out. He has systematically and efficiently sorted everything in regards to our parents finances, estate and dealings with the Aged care facility. He has also gone above and beyond when it comes to any advise for investments and savings, even tips for us!. I highly recommend Shaun for his financial services and in particular with the Aged care sector. 5 Stars all the way!!