At a time when our father suddenly went from independent living at the age of 98 to requiring the relocation to a care facility, Nick was instrumental in assisting the family navigate the necessary government processes associated with aged care. In particular as a war veteran we had the added complexity of dealing with DVA and understanding what benefits our father was receiving would be impacted by his move into aged care. Once we identified a place for our father to go Nick assisted us with the process by dealing directly with all the government agencies and the care facility to ensure that financially we made the best financial decisions for our father. When my wife’s sister in law needed to go into care I had no hesitation in recommending Nick’s services to her brother which subsequently took on. Nick was recommended to me through my financial planner of whom I have dealt with for more than 20 years and I was not disappointed. I highly recommend to anyone requiring financial advice particularly when it involves aged care to seek out Nick.
In my line of work, aged care, we're often approached by Financial Advisers who ask to align with our company. We're discerning about who we align with, given the nature of the work we do and the vulnerability of our clients. We had followed Nick, liked what we saw and then asked him to be a guest speaker on our Aged Care Masterclass series. Nick's first presentation was so well received by our trusted audience, and we were so impressed with his ability to relay complex financial matters simply, that we asked Nick to come back again. We have no hesitation in referring our clients to Nick now, as we know he'll support them in the manner they expect from us, as our values align.
With significantly unusual and complex circumstances as POA’s for an elderly friend, it has been of immense relief to know that Nick has been willing to assist with so many financial challenges these past three years. No matter the size of the problem, he has always willingly put up his hand to assist and minimise the stress for us – and all done with a calm, friendly manner!
Someone who needs financial planning advice and especially an elderly person like me needs an expert who has long experience, high qualifications, a friendly manner, happy to help with all issues whether big or small , be available at short notice and lastly charge reasonable fees. Nick Donnelly has all of these attributes in spades and I would recommend his services to anyone needing such advice.
Nick has given my husband and I advice to get our finances in order. He has provided sound, well considered support to put us in a better financial position. I have already recommended Nick to a number of friends. He made himself available whenever we needed to speak to him and guided us through a number of options until we found the right financial products for us. His support included reviewing our financial situation, advising us on superannuation investment, getting us set up with insurance and income protections, supporting us with buying a house and, planning our long term financial goals. His advice was always clear and we are very grateful for all his support.
Plenary Wealth Pty Ltd3 Spring St
Sydney, NSW 2000
- Adviser status Bronze
- Number of reviews 8
- First year providing advice 2016
- Years of experience 7
- Master of Applied Finance
- Master of Applied Finance
Walker Lane Pty Ltd