"….. Craig was brilliant at simplifying the options available to us and helping us understand how to best manage their finances for the long term. I could not recommend Craig highly enough for not only providing detailed advice on the costs of aged care and the government funding packages available but also having the patience to guide us through the finance maze during a difficult time".
S & L Furnale, Sydney NSW
"Craig was recommended to me by our long term and trusted financial and tax advisor. At the time I was under considerable pressure to make quick and complex decisions about aged care options for my husband, based on little understanding or information about either the process or the financial implications.
Craig was available at very short notice for initial advice and after thorough examination of our financial situation he provided planning options which he explained in depth. Over the next four months, during my husband’s eventual entry into aged care, Craig was always contactable whenever questions arose or decisions were required (which could be sudden) and throughout he was always patient, warm and understanding.
The confidence and reassurance of having an such an advisor on hand who was professional, experienced and objective was absolutely essential for both myself and my husband to manage this difficult stage in life".
C Hartigan, Canberra ACT
"Craig was of great assistance when I was faced with placing my mother into Aged Care. This was a very stressful time for me and Craig's knowledge and patience made the process easier".