Angie O’Brien

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It was such a pleasure to meet you today to discuss the best way to plan the financial aspects relating to the aged care for my uncle.

This has been a very distressing time for Mum & I, not only are we dealing with the emotional trauma of his declining health but also trying to navigate the minefield of our aged care system and the confusion of costs, (both upfront & ongoing).

You were a breath of fresh air to us today.

Thank you for explaining the financial implications of the different Aged Care facilities we were considering & confirming we would be able to afford our first choice for his new residence.

You are extremely knowledgeable in your field and we very much appreciate you laying out for us the different investment options relating to managing the finances to provide for him well into the future.

We feel particularly confident in having you plan for us as you have no affiliations with aged care facilities or financial institutions.

We genuinely look forward to meeting with you again and making further plans for our family finances.

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