Daniel Herft

Daniel provided excellent financial advice to my sister ensuring that she was able to negotiate the complex aged care system, then negotiating the Aged Care pension. I didn’t think it was possible but he did it and did it without fuss or difficulty.

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.