Sophie Doyle

Sophie was recommended by a friend to assist with the financial planning of our Mum's move into aged care.  Sophie was remarkable, detailed, professional whilst making everything easy to understand.   Nothing was too much trouble, and she showed empathy for our situation.  I wouldn't hesitate to use Sophie again or to recommend her to family and friends.

Sophie is a true professional. She provided expert advice and assistance associated with changes regarding my elderly father's financial arrangements. Her knowledge, expertise and experience in managing the complexities associated with aged care funding and Centrelink was exceptional. She provided advice on a wealth creation plan that was aligned to my father's needs. Her approach and methodology was always professional, and I cannot thank Sophie enough for the way she assisted me. She facilitated changes to a complex situation seamlessly. I would highly recommend Sophie. I would also like acknowledge and thank Lyndell for the support she provided.

Sophie managed our parents' transition to assisted aged care with empathy and skill. She communicated clearly and was instrumental in reducing entry costs. She greatly reduced our stress by handling Centrelink issues and negotiations on RADs directly with the aged care facility while maximising pension returns and ensuring we were confident in our parents' cashflow position. Once they were settled she also presented options for ongoing wealth protection which have been very successful. Sophie is a caring and highly skilful adviser who I would have no hesitation in recommending to anyone who was embarking on a similar journey.