Rosie Bouton

Everything about Rosie's service was great. I didn't have to worry about anything, I just supplied the information that Rosie needed.

Rosie provided expert advice when my mother had to urgently transfer to an aged care facility. We had to sell her home and Rosie managed the balancing act of keeping the pension and reducing care fees while still investing the proceeds of sale. We eventually reaped the benefit of this advice when she sadly passed away 3 years later.

A one- off consultation with Rosie clarified my thinking and backed up my research to clarify my goals.

Rosie gave me advice based on her experience working at Centrelink and she saw that I qualified for a payment I didn't realise I did. That was just one of the bits of good advice. Her service was also good value for money.