Aged Care Financial Advice - Reviews From Our Clients
We are delighted to provide a glowing review for Claudia, who proved to be an exceptionally friendly and highly knowledgeable professional.
When our family faced the daunting task of arranging specialist support for our mother's care and managing complex property matters, Claudia's guidance was invaluable. Her concise and pragmatic advice to "Just sell the house and pay the RAD" cut through what would have otherwise been an overwhelming situation. This single piece of advice was the most effective and practical information we received, providing immense clarity and direction during a challenging time.
Claudia's ability to distill complex issues into clear, actionable steps was truly wonderful and greatly appreciated by our entire family. We highly recommend her services to anyone in need of expert and compassionate support.
I can't thank Claudia enough for her much valued assistance guiding me through totally unfamiliar financial territory. Entrusting a 'stranger' with personal finances is very challenging, stressful and confronting. Throughout the process, Claudia patiently, professionally, knowledgably, clearly and reassuringly guided me through some of possibly the biggest decisions of my life. She was also able to achieve this in a very efficient, timely manner, methodically working through my myriad questions. I now have peace of mind that my finances are well taken care of.
My dad and I decided to obtain financial advice from Aged care financial services. We were clueless as to how to proceed with aged care financially for my mum. My dad is not one to seek advice, so this was a big step for him.
Claudia was very helpful in providing financial advice regarding aged care specifically to the current financial situation that we presented. She was patient with my dad who was hard of hearing, and needed more time to process the information given, which she patiently did without effort.
We are yet to implement what she has advised us, and feel that it is an accurate reflection of how we need to proceed with obtaining aged care for services for my mum. As well as this, we have now visited some nursing homes, and are able to follow the financial side more accurately. Whilst we are seeking advice as the aged care sector goes through changes, we are not blindsided by the costs and how the system works.
Therefore, I’d like to thank Claudia and her team for her support and highly recommend her professionalism. She is easy to talk to, recognises the difficulties that families are enduring this time, but gives the advice which will support each individual situation.
Aged Care Specialists Vic were amazing. We were unsure how best to organise our step-father’s financial situation upon his entering an aged care home; it was all very overwhelming. Being Power of Attorney is a huge responsibility and the situation led to some important questions – sell the house/keep the house, pensions, investments, RADs and DAPs were all things we needed information about.
Aged Care Specialists Vic sat with us and listened as we outlined our step-father’s situation and discussed our concerns that we wanted to best set up his financial position to protect his assets/wealth, maximise his pension and minimise stress, at a difficult time. We were informed about options we hadn’t considered and we left the first meeting feeling really comfortable that we had found someone who understood our situation and could help us navigate through everything.Everything was very clearly explained and Aged Care Specialists Vic were always willing to answer our (many) questions over the following weeks.
We are very confident that Aged Care Specialists Vic knowledge and advice has helped us to secure our step-fathers financial future, meaning one less (and very important) thing for us to worry about.
We came to Claudia for advice on how best my father should fund his entry into permanent aged care and the financial and tax implications associated with him doing so.
I can't recommend her highly enough as not only does she know the intricacies of the aged care system she also explained it all in a warm & empathetic way that made my father feel at ease and understood.
Navigating the rules , regulations & paperwork required to get a loved one into aged care is stressful enough , so having Claudia's assistance and advice in understanding the financial implications was an absolute godsend. Thank you again!
Claudia gave us very sound advice when my mum had to be put into an aged care facility. With us working full time we handed everything to her, for a fee of course, but we had complete trust in her and we were stress free about my mum having enough money.
Over a year later l had a question and Cladia responded quickly and clearly.
Fantastic service.
I highly recommend Claudia.
Claudia has been fantastic to deal with throughout a testing time trying to manage my parents' changing needs in later life. She is very thorough and explains options clearly to assist in decision-making. More importantly, she follows up on her commitments in a timely fashion and keeps the lines of communication open at all times. I would highly recommend Claudia to others seeking expert guidance and support
Claudia was very knowledgeable and helpful in organizing my Mother’s affairs. It gave me piece of mind knowing I was in good hands; she communicated well and explained everything concisely
Thankyou Claudia for all of your assistance and advice in relation to Mum's aged care financial planning. Your advice and the implementation of everything has made a challenging process much easier. It has also provided great piece of mind to me and mum. I really appreciate all you have done.
Claudia was a pleasure to deal with, her knowledge is fantastic! She simplified everything into practical solutions, and clearly outlined her costs. Claudia made a very complex process so easy which took a lot of stress away. I have already recommended her to family and friends, who have been equally impressed.
With our mother requiring aged care, we were uncertain where to turn and what to do. We were recommended to visit Claudia and her team, the best move we ever made. Claudia thank you for providing us sound, clear advice and direction, you have made a difficult area so much easier for us. Thank you so much
My siblings and I wish to thank Claudia Rigoni-Brazzale of Aged Care Specialists for expert advice she provided during our initial consultation and as a Financial planner the presentation of a Statement of Advice. It is an emotional time when having to decide on a parent's future care needs. Claudia offered us good solid advice and personally understood the dilemma we faced. Thank you Claudia for your professionalism and guidance.
Claudia and the team at Aged Care Specialists are caring, knowledgable and responsive. Navigating the world of aged care is challenging and Claudia explains options and pathways forward with care and attention to detail. I would not hesitate to recommend her services - it is an investment in peace of mind - especially at a difficult time.
My first time meeting with Claudia was a positive experience. She was attentive, was able to address all of my enquiriesand provided information in a clear and concise way. I would highly recommend her.
Claudia and her staff have been a god send. Ive had nothing but dramas since mum has gone into aged care over 1 year ago. Claudia has been the only one to get the job done promptly and efficiently. Thanks so much.
Thank you so much Claudia. You and Angela have helped us much more than you may know. You have certainly given us peace of mind.
Aged Care placement and assessing the associated costs is extremely complex and Claudia from Aged Care Specialists VIC has been most helpful in assessing the best course of action to be taken by my sister.
My mother's unforseen changed cirumstances and need for urgent nursing care caused our family concerns regarding financing the next stage of her life. Claudia was able to calmly unravel the minefield of Aged Care Facility costs and provide a detailed Statement of Advice which has provided financial assurance for her future. Thank you Claudia.
Claudia and her team provided exceptional service on mum’s behalf. We received frank, clear advice; and then thorough and exhaustive follow-up with DHS. I wouldn’t like to think about the condition of mum’s finances without her services.
Claudia explained complex government fees into simple to understand language. She helped me understand the homes bills and costs and she put my mother into the best financial position she could be in today. I highly recommend her services.
Thank you very much for all your help and assistance. I could not have done all that on my own. Also please convey my thanks and gratitude to the girls in the office who were very understanding and patient with all my enquiries.
We very much appreciate the clarity and your professional advice in preparing my parents age care plan. It certainly makes this stressful situation much easier to understand and now much more confident to ensure the well being of my parents.
Aged Care Specialists provide outstanding service at what is often a difficult time for clients. Procedures which at first may appear opaque and overwhelming are made clear through expert guidance and professional planning.
My family and I were very happy with Claudia’s informative advice and production of appropriate plan for our parents. Would highly recommend this service to those who are baffled by the whole Aged Care spectrum in terms of financial planning for whatever reason.
Your knowledge of the aged care industry and your sound financial advice was welcomed. Transitioning a loved one from the security of their home to another home in an aged care facility is definitely one of the hardest decisions I have ever had to make. Your friendly manner, patience and responsiveness was, exceptional . Most of all Claudia , you listened to me and to how I felt, That, in its self is an art that will serve you well. I appreciate all of your time and highly recommend you to anyone going through this daunting journey in life.
The moment I met Claudia I knew we were in good hands. Claudia listened to my concerns and questions regarding my mum's situation and provided a comprehensive report in layperson's terms which explained all our options in black and white. I feel I am in a much better place now to support mum with her care and planning needs and to make informed decisions.
Claudia, thanks for your professional and thorough support to my cousin, Sue & family. Very much appreciate your assistance.
Thank you so much Claudia for having the patience to explain Aged Care fees to us, you certainly gave us a better understanding of how it all works. Thank you for taking the extra telephone calls from me and giving me the extra care and great service thank you we strongly recommend people book you in
Thanks!
We really appreciated the assistance Claudia Rigoni-Brazzale gave us with her professional knowledge of the aged care system and she put forward strategies that saved our family the stress of dealing with this by ourselves. At our first meeting she made us feel very comfortable and the whole process ran smoothly and took the pressure off our shoulders. We would highly recommend Claudia to anyone with aged care issues. Thank you Claudia for all your help and understanding.