“Sadly 2018 has seen the health of my wife of 60 years deteriorate and reluctantly place her in a Nursing home. A close friend who had just placed his mother in a home said it's a minefield covering costs and Centrelink details, and he suggested I seek the assistance of Steve Jenkosky from Golden Age Advisory. Steve spent some hours checking our financial situation and advising the procedure to get the best results from Centrelink, details of Enduring Power of Attorney and most importantly the Residential Aged Care Home costs, i.e. RAD (Refundable Accommodation Deposits), and how we financially could meet this cost and the ongoing expenses. All this in a Statement of Advice compiled by him. Steve made a number of visits to finalize same and has been back to assist with problem charges by the home and finally how I can financially remain in my home. I doubt I could have successfully done all this without much heartache and possible mistakes. I have no hesitation in recommending Steve to anyone that finds themselves in a similar situation.”

W.A. (Bill) L / valued client

“I have had the pleasure of knowing Steve in his professional capacity since 2002. Steve has a level of commitment and integrity that are seldom found and I hold Steve in high regard. Through constantly changing circumstances, Steve has been proactive in identifying solutions and providing advice that are in our best interest. Steve's experience and knowledge delivers advice that is well researched and tailored not only for today; but by taking into account future changes helps us in achieving our long term goals. Steve's ability to build relationships and his collaborative approach achieved a unique understanding of our circumstances and offered valuable insight in providing financial advice and assistance. But more than that, you sense Steve has a genuine interest in you, your family and your business. Steve's level of professionalism, trustworthiness and his expertise in delivering results has meant that I have no hesitation in recommending his services to others.”

Joan & Hugh / valued clients

“I wanted to thank you for all your help guiding us through the age care system. Your patient help and support explaining the ins and outs of a very complicated Government Aged Care System helped to re-assure us at a very stressful time in our lives.”

Mark and Daisy P. / valued clients

“Steve Jenkosky he has given us some very valuable advice in particular on our Super Fund. Steve's help and guidance has helped make our lives less stressful. Steve has always taken the time to listen and help us with financial family matters, we are very grateful to him for that. We have complete trust in the advice he provides.”

Bill & Eileen Deicke / valued clients

“I have known Steve for almost 25 years. He is held in high respect within Westpac and by WBC Financial Planners. Of his credentials, he is one of the most qualified Planners I know or know of. This is not only academically, but with his professional and no-nonsense abilities supporting his care for all his clients, staff, peers and family. I have no hesitation in recommending Steve to any prospective clients.”

Wayne Jones / valued clients

“The boys are at uni now Lane is doing first year medicine and Reede is doing Medical Imaging and Teague is nearly finished his Radiation Therapy degree this year. I appreciate what you did for us more so our boys.”

Vicki M C / valued client

I know the importance of delivering the best customer experience.

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