Helping Public Trustee clients
"The aged care advice provided by Morgans to a wide spectrum of our clients at an important stage of their lives comprehensively addresses the needs of each individual client and is delivered quickly, efficiently and cost effectively."
Frank Prostamo, Director Investment Services
The Public Trustee (February 2015)
"In looking at the future needs of our parents, we read widely on the funding of residential aged care, talked to a few people and visited a number of facilities. Despite our research, the subject remained abstruse. We were delighted when we found David Codey.
Our first conversation with him gave us confidence that he had a deep understanding of the complexities. We provided him with the base information and he produced a detailed report with analysis of four scenarios. He talked through the report with us, lucidly addressing the questions we asked. He was calm, clear and responsive, and prompt in his delivery. Not only did he demonstrate a deep understanding of the sector, but he was also empathic and understanding of the circumstances in which we found ourselves with our parents.
It was a pleasure to work with David, and we would not hesitate to recommend him."
Tom and Carolyn (December 2016)
"David Codey was my initial contact point with Morgans. In a free 30 minute session he clearly explained the financial issues involved in planning for my father's transition into an aged care facility. This explanation, whilst detailed, was generic in nature and David's appointment to proceed with a factual and representative analysis of my father's financial position and options to proceed into aged care was well worth the cost.
He promptly provided five scenarios with varied accommodation deposit, selling or renting residence whilst providing impacts on future cash flow, asset protection and pension maximisation. A fully comprehensive report was provided within 24 hours of the family deciding the best option for Dad. This enabled us to move forward quickly with the aged care facility to secure his accommodation.
I highly recommend David's service."
Keven (December 2016)
"My mother, brother and myself met with our adviser David to plan Mum's potential future move into residential care. We wanted to understand all the issues and costs now, before our decision-making might be impacted by ill-health, time pressures and emotions. Mum especially appreciated the proactive approach and loved that we discussed it now vs at the last minute.
David provided a detailed roadmap for us and gave us a clear insight into the various options Mum would have and the cost of her care.
Mum was also very interested in the range of services and Government assistance available to her while she is in her home, before an eventual move into residential care.
As a family we gained great peace of mind in getting a plan and knowing where the hurdles are before we are forced to confront them. It's all about responsibly dealing with potentially difficult situations in advance."
William (June 2015)
Contact the Morgans Aged Care Advice Team on 1800 807 223 or email firstname.lastname@example.org. Alternatively contact your Morgans adviser or your nearest office to find out more.