Jacqui Moelzer

PSK Private Wealth

4.96

6 Reviews

Silver

13 Yrs Experience

Sutherland, NSW 2232

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I am an FPA accredited aged care specialist having been in the financial services industry for over 16 years starting my career as a financial planner in 2012.

Throughout my early experience, whilst working in the industry, I could see how financial planning has assisted and benefited people throughout all stages of their lives in achieving their goals. I then wanted to become more involved in the advice process and found Retirement and Aged Care to be my preferred areas of advice.

Aged Care is a very complex area to navigate through with the decisions clients, and their families are faced with can be quite overwhelming and often emotional.

I look to take away the burden for clients and their families to assist in understanding the rules, current legislation and the many options based around aged care and affording the initial and ongoing costs. It is now, more than ever important to plan ahead for this life event and I do this by incorporating future aged care considerations within retirement planning.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

5.00 October 2025

Jacqui regularly has phone meetings with me to discuss my superannuation & pension funds. During those meetings she explains all the ins & outs of my funds and where my funds are invested etc. She also organises the transfer of funds from my super fund to my pension fund as required, to ensure that one day I might eventually retire!

I have been very happy with Jacqui's service and would happily recommend her.

5.00 October 2025

Jacqui provided very valuable assistance to me at a worrying and difficult time, explaining things clearly in laymans terms to negotiate enormous life challenges. She was instrumental in helping me to negotiate the minefield of government agencies and the financial structure for very specific aged care needs.

Her interpersonal skills and knowledge in this area are outstanding and helped to provide a sound plan that is still so valuable to me and my family going forward.

I would not hesitate to recommend Jacqui for retirement and aged care advice.

Jacqui is thorough and reliable and I know she is always available if I need further financial advice.

Sincerely Catherine Cassidy

5.00 October 2025

Jacqui explains, advises and helps me understand my portfolio in all aspects.

She understands my growing needs as my situation changes with age and retirement and manages manages my funds honestly & professionally.

I feel confident with Jacqui and her team and She is always at the end of the phone to give advice take any questions and deal with any worries I may have.

I feel very lucky to have Jacqui as my financial adviser.

Jacqui

5.00 October 2025

Jacqui has always handled my financial dealings with the utmost professional service and support.

5.00 October 2025

We have been dealing with Jacqui for over ten years and have had nothing but the best service and best advice from her. We have full confidence in her ability and we trust her to do the right thing by us. We would have no hesitation in recommending her to friends and some family members.