We are a dedicated and experienced team working in the best interests of our clients
(CFP, Dip, FP) – Principal Adviser / Aged
Julie is the pre-eminent expert in the complex field of aged care advice. Julie mixes her technical excellence with a genuine caring for the aged, she has a real passion for serving the families that need aged care advice for their loved ones.
After 25 years as a certified financial adviser Julie has hung up her hat to focus on retirement living and aged care advice as she sees a real need for this specialist advice in the community.
Julie is well respected in the industry and regularly consults to other organizations as well as being a sought-after speaker for both professional and public events.
Aged Care Liaison Officer
Bindy has been supporting our Gold Coast seniors for the past 7.5 years spending however long it takes to assist people through the maze of Centrelink and aged care support.
Bindy is the chair of the Gold Coast Seniors Round Table which champions the cause for our grannies, nans, nannas, Nona’s, grandpops, grandpas, grandfather’s, gramps pops.
She is also the founder of the Aged Care – We Care Appeal which distributes gifts to our seniors that has no family, friends or simply forgotten at Christmas. Her goal is to ensure as many seniors as possible get a gift under the Christmas Tree.