Simon gave sound advice and information regarding my dependent mother's application for high care residential accommodation. There was so much 'paperwork' and Simon (and Jennifer) sorted through documentation required and needed to be submitted to various organisations. The residential charges and accommodation payments etc. together with filling out of forms, were, to us, very confusing and 'complicated' at an especially stressful time. We were pleased with Simon's professional advice and assistance with the relevant residential financial documentation required.

Simon was a great help when my Mother needed residential care. Simon's advice saved us a lot of money and preserved Mum's assets including her home. I also like the updates we receive even though we are past clients.

Simon was extremely helpful getting my financial problems regarding aged care resolved. He was able to work out the best possible solution for me, so that I will be able to afford to place my husband into care when a vacancy becomes available. I would happily recommend Simon to anyone who needs financial advice.

We will be forever grateful for Simon's expertise, knowledge and management of a complex financial situation regarding my mother. He was very caring and removed the stress of this situation from us completely. Our experience was very positive.

My sisters and I were very happy with Simon. His knowledge is very good and he presented the best scenarios possible to fund Dad's aged care which was explained well and easy to understand. We would have no hesitation in recommending him to family and friends.

Simon was knowledgeable, sensitive and approachable, with an ability to clearly explain the substance of his advice. I would certainly recommend him to friends and acquaintances.

Simon was extremely informative, helpful and patient when advising me on options for my father's placement in Aged Care and how to manage relevant finances. He explained everything thoroughly and with great care. He also assisted with my mother's finances and placement 3 years ago. His knowledge and assessments of all options available to us were invaluable. I have recommended Simon to many friends and associates.

Simon provided excellent advice for my mother's aged care options. I am confident that the direction we'll take is the best for my mother's ongoing care, financial needs and retaining the optimal outcome of her assets. Thank you Simon.

Simon explanation of the aged care process and the advice he provided in relation to my mother's ongoing care has been excellent. I highly recommend Simon.

Despite the unbelievable complications with placement of our Mother in Aged Care, Simon's clear & concise advice & plan, with modelling has made our decision to proceed much easier & we know our Mother will be taken care of.

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.

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.

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.

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.

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.

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.