Care Shaped Financial Planning Pty Ltd - Ferntree Gully, Victoria

Chris B.

Daniel and Stefan are proficient in aged care! They worked very hard for us to advise and reassure us of how the financials will work over time in an aged care setting. They spent the time for us dealing with Centrelink, aged care and veteran affairs. They provided invaluable help and we highly recommend their services. They are very determined and hard working guys! Thanks so much! ⭐️⭐️⭐️⭐️⭐️

Michele R.

Daniel and Stefan were incredibly helpful.
They organised everything, were fast , kept up communication and made a stressful situation much easier. We were so thankful
For their expertise . I totally recommend Care Shaped Financial Planning for aged care. Thankyou for all your hard work.
Shelley

Michiel R.

Daniel helped my parents and family financially navigate a very difficult time. His wealth of knowledge has been a lifesaver for us, whilst my father was palliative , then passed away and my mother subsequently needed to move into high level aged care. Everything to do with their situation was quite complex, but Daniel is kind, compassionate, knowledgeable and helped us get everything we needed sorted out . He helped us navigate the aged care system in a way that we could not do ourselves in such a time of grief and we are incredibly grateful for this. We wholeheartedly give Daniel a 5 star recommendation!

Janet D.

We appointment Daniel over 2 years ago as our financial planner. He has given us an excellent understanding of our financial needs and goals and delivers his advice with these clearly in mind. We have found Daniel to be professional, knowledgeable and very caring. He is so easy to talk to and we have always found him to be attentive and respectful. It is always a joy to chat with Daniel. He has given us confidence as we step into the next stage of our lives.
We are so happy to have found Care Shaped Financial Planning and of course, Daniel Herft.

Regards
Janet

Melinda

HIGHLY RECOMMENDED. AGED CARE EXPERTISE
Relocating our parents to an Aged Care Residence was stressful and bewildering.
Daniel guided us through the process with patient understanding and expert knowledge of the Aged Care System.
Having Daniel in our corner allowed us to focus our attention on mum and dad with complete peace of mind.
When the time came to manage our late mother's financial affairs, it made perfect sense to reconnect with Daniel.  His kindness and sensitivity at a difficult time proved invaluable again and his responsiveness and attention to detail never wavered.
We wouldn't go anywhere else.
Melinda and Andrea Nicholls

Doug M.

Daniel provided great advice and service to the family when my mother in law moved from her family home into aged care. He provided a detailed financial plan demonstrating the best way to arrange her finances and helped us implement the plan at each step of the way. We greatly appreciated his thorough knowledge of the Aged Care system and the effort he went to in answering any questions we had, so that we had complete confidence in his advice. Most importantly, my mother in law is very happy the arrangements that have been put in place and has settled well into her new home.

Kate H.

Daniel and Stefan were hugely helpful in mapping out a complex process and ensuring things ran smoothly. Communication throughout the entire process was clear and both were available at all times with prompt responses to help any clarifications we might need.
I highly recommend Care Shaped Financial in assisting others who need help in navigating the complex process of arranging the payment of care at what can be a difficult time for families.
My family are very grateful for all their assistance

J T.

I have recently lost my dearest mum in the world. I have found Daniel to be very caring and very attentive to all my mums affairs and at very inexpensive fees. He has gone out of his way to try and handle all of mums finances in a professional manner to get the best outcome for mum when she went into full time care. I highly recommend Daniel to any families who are seeking a resolution to their families financial affairs.