Megan McGrath

"Megan has been thorough and compassionate in all of our dealings. She explained everything in easy to understand terms and made me feel at ease. I have and will continue to recommend her service to anyone. Thank you Megan."

"As a person who had no knowledge in the Aged Care area, Megan was the absolute best and most professional in explaining and ensuring that I fully understood the process of placing a family member in aged care and what was required ongoing along with the completion of a vast amount of documentation. Nothing was too much trouble to explain, sometimes multiple times! This was done with patience and a genuine care, so much so that I feel very confident moving forward. It is rare that you meet a professional person who is as willing to look after her clients the way Megan McGrath does. Megan and her team are exceptional."

"None of it made sense until we spoke to Megan. She clearly explained how things worked in simple terms which gave us a full understanding of what we needed to do."

"Megan helped my family get through a very difficult time when it became necessary for my Mother to go into permanent care at BUPA. The expertise and experience Megan gave was that if a consummate professional on every level. I highly recommend Megan and her team."

"Megan provided valuable advice regarding residential aged care finances . She was able to simplify and explain the complexities of the regulations in relation to our personal circumstances. Megan outlined a clear course of action at the end of our consultation."

"Megan has removed so much stress I was feeling about funding my parent's in residential aged care. Owning their own home as well as having an investment property made the calculations more complex but Megan was able to come up with some options for me to consider. Megan explained the concepts so that I understood all the variables and answered all questions I had. I cannot recommend Megan enough if you are looking for assistance with retirement planning."

"Over a number of years Megan has assisted me support Mum and dads financial planning for entry into aged care. We needed Megan to assist understanding the complex world of aged care payments and she looked after everything when mum went into care on our behalf. Megan is now assisting us with dads entry into care and sale of the house. Megan is caring and related well with my parents. Her advise has enabled limited funds to do more and provide better outcomes to the family."

"Megan McGrath is extremely approachable and easy to talk to. She has sound knowledge regarding aged care and accomodation in nursing facilities which includes advice on charges, pensions, taxation, investments and Government rules and regulations. Around 12 months ago Megan presented me with documents showing my then situation and the suggested position I would be in if I followed her advice. I am very happy to find that her predictions were amazingly accurate and I now feel contented and delighted that I did as she advised, and would have no hesitation in recommending Megan for guidance."

"Megan was generous with her time and made understanding complex issues easy to navigate. Loving her as my advisor. Michelle"