Financial Adviser, Lifestyle and Care
Kerri is a specialist lifestyle and care financial adviser who is dedicated to working with families to help them or a loved one transition into aged care or retirement living.
Finding the right solution for an individual, couple or family member requires clear and considered advice, and Kerri is focused on explaining all the financial options available to ensure clients and their families make the best possible choice for their circumstances.
Whether you are looking to move into aged care or retirement living, Kerri can help guide you through what is often a complex process.
She can take care of the whole process with providers and government agency to provide you with the peace of mind that everything has been considered and managed to make the transition as smooth as possible.
“What a gem Kerri is, an extremely knowledgeable lady with great ethics, understanding, and empathy for my circumstances. I will be forever grateful to her for making my journey into aged care living less daunting and knowing all planning for the future and paperwork is in order. “