My role is to guide you through the process and provide an objective analysis of your options. My services include the following:• Provide you with options so that you can make informed decisions.• Evaluate and minimise upfront and ongoing fees.• Evaluate and provide you with the best options for the family home.• Negotiate upfront and ongoing fees.• Evaluate and maximise Government entitlements.• Evaluate and minimise taxation.• Ensure the cost of care is… Show more My role is to guide you through the process and provide an objective analysis of your options. My services include the following:• Provide you with options so that you can make informed decisions.• Evaluate and minimise upfront and ongoing fees.• Evaluate and provide you with the best options for the family home.• Negotiate upfront and ongoing fees.• Evaluate and maximise Government entitlements.• Evaluate and minimise taxation.• Ensure the cost of care is affordable, and your money will last.• Advise when and how to complete documents.• Negotiate with the Aged Care Facility of your choice.• Assist in preserving your inheritance.• Liase with your accountant, solicitor and/or share broker.• Evaluate and assist you with estate planning.My priority is to help you make the right financial decisions.What a difference I can make by:• Assisting with forward planning enabling you to transition to aged care with ease and dignity.• Providing simplicity amidst the confusion by presenting you with accurate and relevant information on aged care.• Acting as an impartial voice during sensitive family discussions and a conduit to achieve agreement.• Minimising the potential for family disputes by checking estate planning issues.• Creating a pathway to better understand the decisions and actions needed to secure the appropriate care.• Considering the bigger picture, our advice is based on a complete understanding of your situation, avoiding all unwanted consequences.....and • Our professional, objective advice enables you to make informed decisions with confidence and peace of mind, and removes the emotion from the decision making process. Show less

Servicing of clients, business development, achieving targets and meeting compliance responsibilities.

Sales Consultant - Port Augusta, Port Adelaide.Branch Manager - Port Adelaide, Elizabeth, Modbury.Regional Manager - North, South & Adelaide City.Team Manager - Call Centre, Adelaide.Project Manager - Head Office, Adelaide.Management of staff and projects revolving around the sale and retention of insurance.