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Simon has enabled me to go through the minefield of aged care finance and centrelink/pension with clarity and confidence that all is in the right place. I am confident with his advice and am very pleased to have been recommended to him as I was floundering and overwhelmed with the whole episode of sorting out my mother's situation after being placed in residential care for advanced dementia.

Rachel

Simon has provided me with advice in the complex matter of aged care. Simon explained to me the nature and the most suitable financial method of managing the aged care for my wife following her severe illness and continued care. I am certain that his advice was ideal for my situation.

Jeff

Simon has helped me through a whole new area of life where I had no understanding to handle properly. He has explained the whole benefits and the best way to handle our situation. The initial presentation and the information booklet with his recommendations was clear and easy to understand and explain to my elderly mother. Has had no hesitation in helping me with other questions etc afterwards and I will continue to use him for on going matters. He is very efficient and very clear in conveying the right information. His other colleagues are extremely helpful as well.

Julie

Simon's knowledge and expertise in helping with my father's aged care planning gave me complete confidence in him and would recommend him highly.

Marilyn

Simon's explanation of the aged care process and the advice he provided in relation to my mother's ongoing care has been excellent. I appreciate Simon's extensive knowledge and experience in planning my mother's Aged Care Financial affairs. I would highly recommend Simon.

Jennifer

I couldn't have gone through this without Simon's help and advice. I don't know what people do without him. I'm so glad that I have him to help me. Thanks a million Simon.

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Client testimonials

Post July 2025 Fee Changes

Rachel

Jeff

Julie

Marilyn

Jennifer

Tara

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