Testimonials

Cheryl

"I engaged the services of Bill at a very tough time in my life. I was in need of open heart surgery and as I was the sole carer for my ailing husband, I had to navigate the aged care system to facilitate his care while I convalesced. My husband’s health declined rapidly and sadly he passed away. Bill professionally and promptly walked me through the financial side of this rough time with compassion and understanding. Interactions were thoughtful and always polite. I thank him for his help."

Katrina

“Bill's manner is calm and confident. I felt very happy with all his recommendations and explanations.”

Gary

“I would just like to say thank you for taking on this matter for us. Thanks for doing all the liaising with Centrelink and working with them to get all this sorted for mum and ourselves.

I/we could not have done it ourselves as I have had so much to do, and to have to take this on as well would have been a nightmare. You have been great to deal with and explained things that made it easier to understand.”

Elizabeth

“Bill has saved me from trying to manage a difficult task. Thank you Bill, much appreciated!”

Sean

“We asked Bill to help us after our elderly mum needed to move from her retirement village into permanent care. The paperwork has been pretty overwhelming, but Bill has been incredible at navigating us through it all. He's been very thorough mapping our financial outlook, has given us workable options to decide on and will help us deal with government and nursing home updating. A huge weight off, knowing he's got our back. I'm very grateful.”

Julian

“I engaged the services of Bill from Olive Grove Financial Advice to guide and assist a family member of mine start the transition to retirement. From the time I reached out to Olive Grove Financial Advice, the communication from Bill and his wonderful team was amazing and we were kept informed every step of the way. Bill explained and went through everything, step by step, in a way that we were able to understand.

Bill is a caring, respectful and extremely knowledgeable person, who will go above and beyond for his clients. Overall we had a wonderful experience with Bill, and I would highly recommend Bill and Olive Grove Financial Advice.”

Robert

“I have found Bill to honest in giving his opinions, which I admire, and he has kept me updated with market trends on a continual basis.”

Ken

“An excellant Financial Advisor who goes out of his way to help.”

Patricia

“I want to thank Bill from Olive Grove Financial. It’s never easy to make the decision to go down that road of having to place your parent into a nursing home but sometimes it’s unavoidable. We were unsure whether to engage a Financial Advisor to help but we were so glad we did. We would have never been able to do what Bill did. He was professional, easy to talk to, and very knowledgeable in his field. I would highly recommend Bill for anything financial and aged care related.”

John & Christine

“Bill has been our Financial Advisor for several years, he has assisted my wife and I in bringing our spending into line, so much so we are now in a good situation. Bill has always been there for assistance with Centrelink, strategies, the latest, investments and a regular newsletter to keep us informed. He goes out of his way to give us advice in all areas of financial planning.”

Damian

“Our family contacted Bill earlier this year to receive advice on moving our father into a high care home - he provided us with all the information and assistance we never would of been able to achieve. Bill has a very kind and sympathetic ear and on occasions made contact with our mother to settle all her fears in placing dad into care. He also handled all of mum's ongoing pension matters as part of his professional service. Simply put, Bill took all the stress out of placing dad into care and we would highly recommend his services to anyone.”