"….. 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 a 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 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".
M Watson Canberra, ACT
"Thanks so much for your help getting all these forms done …. I was really struggling with it all but you lifted a very heavy burden”.
Elizabeth B - Canberra ACT
"We contacted Luisa at a stressful time in our lives as my parents had both gone through major medical procedures and they weren't doing so well. We were concerned about how we were going to manage their care and what options were available to us given their health and financial status. Connecting with Luisa at that time was just what we needed. She not only simplified what is a complex web of services but more importantly, made us feel confident everything was going to be ok. I could not recommend Luisa highly enough for not only providing detailed advice on how to manage their care and the government funding packages available but also caring enough to help us through the process of finding a carer and or aged care facility if needed. I can honestly say that her help was a godsend at the time."
Steve & Linda F - Sydney NSW
My family and I tried to organise suitable care for my elderly mother for six months with no success before we found Luisa. A friend recommended I speak with her, and from the very first conversation with Luisa I knew that she was going to be able to help us. Her deep knowledge of the aged care system in Australia and specialised understanding of the service providers available in Canberra enabled her to assist us right away. Within a matter of weeks we had a system in place with wonderful carers that works for our family. There is no way we would have been able to achieve this on our own, let alone in such a short time frame. I cannot recommend Luisa highly enough. She is a not only an expert in this field, but also highly responsive and compassionate. Her support throughout the process was invaluable and I honestly do not know what we would have done without her.
Angela - Canberra
Having Luisa and Craig from on our team was life-saving for our family.
While we understood the aged care system, having navigated it previously for our mother, after being thrown into crisis following my brother’s significant stroke, we were too tied up with doctors, hospitals and sorting out my brother’s affairs to face the stress and trauma of finding a suitable nursing home, completing Centrelink forms and all that entails.
Luisa provided a sense of calm outside the chaos.She was reassuring, responsive, organised, informative and professional.
It was so helpful to have Luisa identify options, and organise visits to nursing homes for us. Luisa provided us with helpful summaries of our visits and documented the pros and cons of each home we visited for us.Luisa was thoughtful and everything she did was highly professional. Luisa has a ‘can do’ approach, and took the load off us.
It was so reassuring to have both Craig and Luisa there to discuss options and explore what would be best for our brother
She was proactive, following up leads and exploring options for us. Nothing seemed to be too hard or difficult.
If it was not for Luisa’s ‘can do’ approach, her ability to think outside the box, to reach out and make helpful connections with others to explore all possible options, then our brother would still be in hospital, or would have been forced to move to a very unsuitable option.
If Luisa had not suggested to us the option of my brother transferring interstate so that he could be near family, and subsequently finding out for us how it could happen, then we would have had to leave my brother in a nursing home in another state without any family or friends to support him.
Luisa achieved what seemed to be the impossible for us and my brother.
Having Craig model the financial options and complete the lengthy and complicated Centrelink and nursing home applications relieved us of so much stress and provided reassurance that it was completed properly.
Jenni - Perth WA
“Thank you so much for all your help Luisa, it really has been a tremendous help. This hasn't been an easy journey but you and Craig certainly helped us out a during a very challenging time.”
Robert and Brigitte - Canberra
I was told by the doctors and staff at Canberra Hospital that I was no longer sufficiently capable to attend to Theila‘s needs and it would be necessary to get her into care. This I found very difficult as it checking out The various nursing homes in Canberra and area around. Fortunately after meeting Luisa I decided she could be of great help as she knew our needs and what was offering at the various establishments. Luisa took me to the various care homes (even down to the south coast) and discussed with me the advantages of each and so I was able to pick an excellent one in Canberra and then a suitable one for a relaxed lifestyle down the coast for both of us. I do thank both Luisa and Craig for their help.
Dr Robert Ellis and Theila Millner - Canberra
You are the most trusted, empathetic and professional person I know in this space, I recommend you to anyone I meet needing support in this minefield. Thank you, Luisa for all you do for our elders.
Nicole Smith, Gerontology Consultant
I recommend you to anyone who is considering aged care needs!
Kim Vella, Canberra
Granny Flat Rights
"Craig has given us advice on options of how best to finance and acquire a combined home for us with our daughter and son-in-law ( including a granny flat)."
Joseph 65 years+
Aged Care Financial Advice
"Craig was really helpful in providing me with options around budget management for my mum and explaining them in an easy to understand way. It gave me much more confidence that we have a good strategy in place for Mum going forward."
Laura 44-55 years
"Craig provide sound advice and options for my retirement plan. Craig paid attention and listened to my thoughts and ideas for my future lifestyle and plans to enable him to look for products to suit my needs and provide me with the information to assist me to make the right decision. Craig was always able to discuss and explain the answer to all my enquiries and questions. I have no hesitation in recommending Craig to future clients."
Maria 56-55 years
Aged Care Financial Advice
"Craig was able to confirm the structure and help navigate the financial side of the aged care system, so we could put a plan in place for my father's finances to be maintained and potentially grow as he moved into aged care. Craig's report containing the different options was easily understood and clearly outlined the pros and cons of each option. I'd recommend Craig to others based on his knowledge in this sector."
Steve 45-55 years
Financial Planning Canberra, Superannuation
"Being new to the world of shares and investments, I was in sudden need of expert direction and advice on investing an inheritance. Craig was recommended by a highly trusted and regarded friend in the insurance industry, and I was very satisfied with the referral. Craig gave me very timely time and advice on my needs made himself available to me at times and places convenient to me, and set it all in place. Moreover, he took a genuine personal and professional interest in my circumstances. For example, he took some details and looked into my superannuation situation in fine detail which was outside the scope but very appreciated. I highly recommend Craig as an investment adviser."
Bill 46-55 years
"Craig has given me excellent advice on several issues. He is patient, understanding doesn't patronise and listens carefully to what I say. I am confident that any advice I receive from him will improve my situation. "
Gillian 65 years +
"Craig provided comprehensive information and options to me when I requested assistance in renewing/replacing my personal trauma and life insurance policies. He provided this information in a very short period of time and clearly and objectively explained the policies to me. He made himself available to me and answered my questions thoroughly. I have no hesitation in recommending Craig with his expansive wealth of knowledge and experience in the finance industry."
Diana N, Queensland
"Craig has given me advice in areas including superannuation, shares, investment management, and wills. He has assisted me to get my entire financial and legal portfolio together to ensure all information is located in one location for ease of review, and transparency. As a single person, I believe it is essential to have such confidential information managed professionally and independent from the immediate family. Craig is someone I can trust, who is professional and equipped with the expertise to facilitate the execution of my will and assist my family with all my personal financial and legal matters, should a need arise."
Vici S Sydney NSW #finance
Open and Honest
"Very happy with Craig’s ability to fit in an appointment on short notice to work in with our schedule. He helped with professionalism in options for aged care. I like the open honest and confidence that Craig displayed and listened carefully to our situation for what was our best option for my mum in aged care. Highly recommended Thank you "
Rob, Canberra ACT
Money management, Superannuation
"Craig gave my wife and I advice in money management, superannuation, insurances, and directed us to the right people to create wills. Craig was able to explain things clearly and was always available to help."