My name is Daniel Herft and I am an Aged Care specific Financial Adviser. I am also the Founder and Director of CareShaped Financial Planning Pty Ltd.
I have been in the aged care space for 10 years now and am constantly working on perfecting my craft. The goal is to make all aspects better for the person entering care and their family as a whole.
Please give me a call on 0448 089 392 and I will bend over backwards for you and your family. I will do my best to give you instant peace of mind from that very first phone call. Thank you for considering me and I will not let you down.
First appointment $350 inc GST - Please call me - I do NOT keep my cards close to my chest :)
We first met Daniel in 2018 and from the outset were impressed with his knowledge and ability to explain everything we sought information about and more, in a clear, concise and easy to understand format. He was never pushy or dogmatic and his empathy and compassion were at the forefront of all our discussions. Engaging Daniel to manage our loved one's financial affairs and social security entitlements, has been a game changer for us and removed the stress and anxiety frequently encountered when dealing with the bureaucratic and often complex paperwork, associated with aged care. We have absolutely no hesitation in recommending Daniel and have found all his dealing with us to be exemplary. We feel certain his business will continue to grow as others find this excellent and caring adviser.
I am proud to provide Daniel Herft from CareShaped Financial with this testimonial in my capacity as the Lifespan Financial Planning National Practice Manager (we are his licensee as at June 2023). I have worked within the financial planning industry for 30 years and worked with hundreds of advisers as their practice manager, their business coach or as a business development manager and I can say with confidence that Daniel represents one of the best of these for several reasons. He is a caring and sharing adviser who always goes beyond to add value for the people he works with. His approach to assist aged care clients with education and emotional support is especially impressive because he is willing and able to help the clients which too many other advisers would not be too keen to take on. His integrity and an appreciation for the importance of compliance is also appreciated. With a passion to learn and grow and then share his knowledge and to use this wisdom as an anchor of support to make clients, friends and colleagues safe is a meaningful contribution for us all. Daniel also has impressive technical skills which is high but it is his ability and willingness to seek guidance from others and consider other points of view which stand him apart from many. An understanding of strategy options and a capacity to explain these in simple terms to his sometimes more challenging aged care clients are impressive. CareShaped Financial is today one of the smaller planning practice here under the Lifespan AFSL but I know this will change in due course and Daniel has a genuine ability to help people and assist them to meet their life goals and financial objectives which is what I admire most. Watching him go the extra distance to make what can seem daunting and confusing for many into something which is straight forward and easy is what makes a good financial planner into someone who is excellent. Daniel is truly excellent! If you would like to know more, please call me on 0438 776 666. Kind Regards, Michael Gershkov
After many years of illness I needed to place my husband in an aged care facility. The paperwork for this process was overwhelming, I was on my own and had no one to help. A friend recommended Daniel. After my first visit to Daniel I went to my car and cried! Daniel had taken such a load off me. He explained all my options and would liaise with the dreaded Centrelink. I had found Centrelink almost impossible to deal with so for Daniel to take this from me was such a relief. Daniel listened to all my concerns with great empathy and understanding. He wrote all my options on the board so I could clearly understand what he was explaining. He didn't mind how many times I interrupted him with questions. He knew so much about the aged care environment and nursing home applications, etc. Daniel's knowledge on aged care is amazing. He also gave me good financial advice and wrote a financial plan which I will follow up on. Daniel is an exceptional, very caring young man. Apart from doing all the paperwork, etc. for me Daniel had contacted me several times to see how I am. He understood how difficult placing my husband in an aged care facility is. Not many people would do that. Thank you Daniel, you have excellent knowledge, a very personable, empathetic manner and made me feel at ease as soon as we met. I recommend Daniel to anyone seeking advice on aged care and financial investments, etc.
Dear Daniel, I am writing to thank you for helping us to transition our 91 year old mother to a nursing home when we found ourselves unable to care for her further at home. The job of preparing the funding and paperwork was too difficult for us to accomplish well. We did not understand the appropriate legislation and accompanying documentation, not to mention the maze of bureaucracy set up to process a person for this dramatic (and distressing) change of life. Your detailed knowledge of the relevant legislation and the paperwork required allowed you to efficiently prepare the documentation in a short amount of time. Your background understanding of the system of funding coupled with your obvious financial skills saved us a lot of money and allowed us to use what money we had efficiently. Our mother’s future in her declining years is now secure and she is in the best hands we could find. Your sheer good will and quiet pride in doing an excellent job made you a wonderful person to work with. We cannot thank you enough for the help you have given us. Thank you Daniel from the bottom of our hearts. Chris Race, Dominic Race, Kate Race, Hugo Race, and myself, Tim Race, and we are Elaine Races’s children.
Daniel’s manner is warm, friendly, empathic and reassuring. He is confident and skilled in managing complex client needs, well across government legislation around aged care, and excellent in negotiation. He exhibited integrity in his dealings with all the stakeholders involved in the process of settling my parents into permanent residential care. It is also evident in his manner that he understands the pressures and anxieties for families navigating the aged care processes, and his expertise fosters confidence for all concerned. His ongoing availability for advice is a great addition to his range of services.
I can recommend Daniel and MD Financial Planning to anybody seeking careful, accurate and personalised management of their affairs.
- Adviser status Bronze
- Number of reviews 12
- First year providing advice 2018
- Years of experience 5
- Bachelor of Management (Human Resource Management)
Care Shaped Financial12 Clendon Rd
Ferntree Gully, VIC 3156
- 9:00am – 6:00pm Monday – Friday
Lifespan Financial Planning