What our clients think of us...

Rob M

“Bob & Judy provided very professional guidance concerning the necessary financial arrangements for our mother’s transition to an Aged Care facility. They explored and explained various options that meant we could trust the decisions made. They were very understanding of my mother’s situation and attended to any queries courteously and promptly”

Jenn S

“Since my father moved into a nursing home Bob and his team have helped me to manage my father’s financial affairs.  They could not be more helpful, knowledgeable and responsive regarding the complex aged care financial landscape. My only regret is that I did not seek their assistance earlier when his deteriorating capacity to manage his own affairs meant that I had to step in as POA. I feel very comforted knowing that they are there to assist and provide experienced and professional advice”

David B

"My wife regularly visits Mrs RC at the Aged Care Facility as they share a common interest. "R" told my wife how much she really appreciates the excellent way you have handled her financial affairs.  I just wanted to make sure you knew about this; so, many thanks from us.

Kind regards."

Ann W

“Thank you again for your help with getting this form completed. It has been really invaluable  and I am feeling more confident with this whole process now”

Catherine B

"Thank you both for your time today. I appreciate your honesty and layman’s term explanation. Thank you."

Joe B

“Faced with the prospect of both my parents requiring permanent aged care at the same time, I was assisted by Bob and his team who simplified the process for my family and helped me to understand the financial implications.  It was very helpful for me to be able to meet with Bob’s staff after our dealings with Centrelink to ensure that the correct fees were being charged by the aged care facility and that accurate information was held by Centrelink”

Anne N

Hi Judy - thank you for sending the document through, it looks very detailed and I appreciate all the work that has been put into preparing it.

Barbara R

Thank you for your first draft, it has been useful to see the figures and begin to get an idea of how things can be managed.  Once we have seen the $550k RAD places on 9th Feb we can arrange a meeting to discuss fine tuning options and strategies with you.

Violet H

Thank you so very much to both of you for the call this morning!! Was my pleasure. You have no idea how relief I feel, i still have a few more things to sort out regarding the house. It has been one crazy long journey!  I cannot thank you enough for all you have done to make it easy in understanding how this crazy system works!