Dear Rosie, when we needed assistance to quickly get a nursing home bed for Mum you stood up and navigated an incredibly complex system. Mum got into the home of her choice because of your hard work. You negotiated with the hospital when they were pressuring Mum to leave. And when the room was available you grabbed it and arranged the transfer.
When my sister proposed meeting with you, I checked with another financial adviser I know and they commented that you were well known for your expertise in this complex area.
You ensured we, her children, knew what was required of us, and that Mum gave full and informed consent on every decision that affected her. Your clear explanations about your proposed actions were able to be understood and we are satisfied that we achieved the best outcome possible.
Your financial advice was spot on and ensured that the RAD was paid from the sale of Mum's house and that the means tested fee amounts were accurate. Your countless hours on the phone to CentreLink ensured all of Mum's details were correct. You kept my sister and I informed, and engaged with Mum to ensure she fully understood what was happening with her money. You ensured that Mum was fully apprised of what was happening with her financial assets. An audit trail was kept of every cent ,and piece of advice ensured the integrity of the process. Your documents were necessarily detailed but fully understandable.
Your efforts meant that Mum's time in the nursing home was very comfortable and we had peace of mind knowing that Mum was safe and her financial matters were being looked after to the highest standards..
When Mum died you arranged for her investments to be distributed according to her will and in consultation with her lawyer. Dear Rosie, you are a positive part of Mum's story and please know that we valued your careful and considered advice where you always had Mum's interests at the forefront of your efforts at all times. The professionalism continued to the very end when you ensured that Mum's estate lawyer knew everything that had occurred.
