Aged care financial planning services

My parent had been a client of SFR for over 25 years. The advisors at SFR are knowledgeable in the options for meeting aged care fees along with benefits available from Centrelink. When my father passed, during COVID-19, SFR organised all of my father’s Estate including a grant of probate within 2 weeks. I have no hesitation in recommending SFR to provide a caring, affordable, knowledgeable and trustworthy service.

“Have a Good Day”, in fact have lots of them “ALL THROUGH RETIREMENT”! In my experience, it is a rare occasion that you find on taking that (mythical) step we call “retirement”, that we are ready and organised. I wasn’t. I went on a six month’s survey, I went to every seminar, researched all that was on offer. It seemed to be, no matter what, you handed over whatever you had and lost all control! You should find out, it’s not going to cost you anything and SFR Planners have all the answers. I’m in my eighties now and have been with them for seventeen years. Garth and his team won’t let you down and it still remains your show.

For a number of years my late husband and I have trusted Self Funded Retirement Planners to look after our financial affairs. During that time, Dean and Garth’s advice produced excellent returns in buying and selling our shares. When my husband died, they advised me and helped me with legal and financial matters. I have continued with the SFR Advisory Group due to their friendly, informative manner when providing me with up to date advice concerning my Superannuation and Tax. I couldn’t manage my Superannuation financial matters myself. Especially due to the efforts of Dean and Garth, I have peace of mind; as they have ensured that I have a secure retirement. I have complete trust in SFR Advisory to continue to work in my best interest. Thank you Dean and Garth.

We have been clients of SFR Group since 2002, under the very good care of our SFR Advisor. During this time we have experienced both good & bad times with the economy which has had a significant influence on the stock market & our portfolio. Our SFR advisor’s advice & guidance during the last 12 years which covered the GFC was invaluable. We have always found his recommendations for the purchase & sale of various investments to be both careful & fruitful. He has kept our portfolio healthy & is always available to speak with. We also had occasion to deal with their real estate arm (SFR Property) when arranging the sale of our mother’s home. This was also handled in the same efficient & ethical manner. I have no hesitation in recommending SFR Group as a solid & careful organisation who we have found to be very ethical & trustworthy. We have no trouble sleeping at night knowing our funds are in safe hands.