This is my heartfelt thank you to David Glover (financial advisor) with Geelong firm, Community Chapman Welsh.
I was struggling with organising my transition onto the aged pension. Overwhelmed with ill health, low energy and the added long term exhaustion of carers fatigue for an elderly parent with dementia, I was at my absolute limit if coping. I was certainly not at my best.
I was running out of time, while I battled the endless remote phone queues, long waiting times, difficulty verbally understanding well meaning migrant phone staff in the call centres, codes, verifications, endless paperwork, computer and internet problems, changing and complex laws, lack of sufficient and timely access to staff and services of the following.....Tax Office, Centrelink, Aged Care, Superannuation, Banks, Former Employers, Medicare, and the Medical System. While internal staff in these organisations do their best, these processes all takes so much time over a long period. If you are ill exhausted and overwhelmed, this battle can feel, and actually turn out to be, utterly overwhelming. The clock keeps ticking, as one hurdle after another keeps coming up. In the meantime, your own personal care needs, endless appointments etc, for yourself and your loved ones are relentless. The pace of life and the cost of living keep eating away at your resilience.
I wish I had known about David earlier. What a difference it would have made. If you are sick of going around in circles trying to get somewhere, David is the right man to really help.
Davids's respect and consideration for a vulnerable older woman was heartwarming. He never spoke down to me, blamed me or made me feel like a failure. I had been feeling ashamed that I simply could not get everything done in time.
At our prompt appointment, David immediately gathered all the facts, so we could see what to do. His grasp of the situation was immediate and breathtaking to me. His expert understanding of law, banking, centrelink, superannuation , age pension, tax office, time frames and other relevant matters that I didnt even know of, was very powerful to me. He was patient and utterly determined to push through the hurdles that had defeated me. He expertly and effectively solved one obstacle after another. Here is a man who really knows his field and can effectively, legally and honestly get things done.
David steered me immediately in the right direction and we achieved my goals on time. That night I had first proper sleep in a long, long time. I could not praise David's expertise more highly and I totally recommend him. I will be looking forward to future work with him, as well as recommending him to friends.
I realise that Community Chapman Welsh, work with a wide variety of business, clients and industries. However, I am so eternally grateful that I was assisted by David with such sincere goodwill and respect. It gives one faith in one of the finer men of this world. Thanks David.
Marg of Geelong.
...