Aged Care Specialists VIC - Balwyn North (VIC)

5 /5 Robert Santolin: Claudia gave us very sound advice when my mum had to be put into an aged care facility. With us working full time we handed everything to her, for a fee of course, but we had complete trust in her and we were stress free about my mum having enough money. Over a year later l had a question and Cladia responded quickly and clearly. Fantastic service. I highly recommend Claudia.

5 /5 Andrew Minge: We are delighted to provide a glowing review for Claudia, who proved to be an exceptionally friendly and highly knowledgeable professional. When our family faced the daunting task of arranging specialist support for our mothers care and managing complex property matters, Claudias guidance was invaluable. Her concise and pragmatic advice to "Just sell the house and pay the RAD" cut through what would have otherwise been an overwhelming situation. This single piece of advice was the most effective and practical information we received, providing immense clarity and direction during a challenging time. Claudias ability to distill complex issues into clear, actionable steps was truly wonderful and greatly appreciated by our entire family. We highly recommend her services to anyone in need of expert and compassionate support.

5 /5 Irene Trewarne: I cant thank Claudia enough for her much valued assistance guiding me through totally unfamiliar financial territory. Entrusting a stranger with personal finances is very challenging, stressful and confronting. Throughout the process, Claudia patiently, professionally, knowledgably, clearly and reassuringly guided me through some of possibly the biggest decisions of my life. She was also able to achieve this in a very efficient, timely manner, methodically working through my myriad questions. I now have peace of mind that my finances are well taken care of.

5 /5 Andrew Lockwood: We came to Claudia for advice on how best my father should fund his entry into permanent aged care  and the financial and tax implications associated with him doing so . I cant recommend her highly enough as not only does she know the intricacies of the aged care system she also explained it all in a warm & empathetic way that made my father feel at ease and understood . Navigating the rules , regulations & paperwork required to get a loved one into aged care is stressful enough , so having Claudias assistance and advice in understanding the financial implications was an absolute godsend. Thank you again !

5 /5 CC_EDITS CCE: Could not have asked for a better financial advisor. From start to finish, Claudia assisted my family and I through the whole process. Her communication was excellent, always guiding us every step of the way in an open and clear manner. Would highly recommend. I can now sleep at night.