“I have used the services of Shaun Thatcher over the last 3 years to help me sort out my fathers finances and interests following a decline in his health and ultimately a move into Aged Care. Shaun has been extremely helpful in guiding me through the process of the My Aged Care applications and forms, and negotiating the best possible price getting dad into an aged care facility. He was very thorough all his research and advice, and I feel he went above and beyond his support of me helping insure the best interests of my father.
My husband and I are now looking to use his services for our own retirement planning and investments.”
– KG, client since 2016
“For the first time we have secured our peace of mind, personal well being and quality of life for our family. Under the direction, care and attention provided by Shaun Thatcher, we can rest assured in the knowledge that our SMSF and our family’s security are in the best of hands.”
– K & F, clients since 2010
“My husband and I are very time poor and it has been a very positive and helpful experience to have Shaun Thatcher look into our affairs in the first place and then subsequently, improve our situation immensely. Shaun firstly listened to our goals, examined our current financial situation and then gave us a clear outline of how to achieve our goals. He has continued to nudge us along to complete the steps of the process (something we need!) We have definitely appreciated Shaun’s expertise and professionalism to get us organised. I am certainly very happy to recommend his services to anyone.”
– Mrs B, client since 2010
“I am really so happy about deciding to come on board with you, feeling much more in control, which is nice. Thanks for your encouragement.”
– JB, client since 2011
“Recently Shaun helped me with financial planning as well as dealing with some official bodies. Thank you Shaun for your knowledgeable, professional, efficient and courteous assistance, which was invaluable in achieving a best possible outcome. Whenever the opportunity arises without hesitation I recommend your help to my friends.”
– K M, client since 2011
