• About us

    At Financial Success SA we have a passion for Ageing services and helping families to get from A to B on their journey of financial success. We strive to take the worry and stress out of a loved one entering residential care.

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  • “It has been such a relief having Denise help us with the finances for Mum and Dad over the past six months. She has an extensive knowledge of the ins and outs of aged care and provided us with a wide range of options which enabled us to make informed choices in regard to property, shares and investments. On top of this she showed a keen interest in Mum and Dad's wellbeing. We appreciated her understanding, patience and thoughtfulness during this challenging time.”
    Helen
  • “It has been a god send having Denise help us with Mum’s entry into Aged Care.  She helped us understand the options available for Mum’s home and also the best way for Mum to pay the entry fee, and afford the ongoing fees. Denise also helped us with the paperwork required by CentreLink which was so complicated”.
    James
  • “Denise helped us when we were in an emergency situation. Dad could not go back to his home after hospital. We had to find a facility and had no idea where to start with the financials. Denise explained all the information in a way that we could understand. It was so helpful! We were then able to go away after our meeting and know that we are making the right decisions.”
    Ray
  • “Denise helped us through the whole process when we relocated my mother from interstate. She has great knowledge of the Age Care processes and legislation. We are so grateful for her help! She not only provided help but was also genuinely interested in mum’s wellbeing. Much to our surprise, she assisted Mum to receive extra pension which we were not expecting”.
    Fiona
  • “We engaged Denise’s services to manage the whole project when Mum & Dad needed to go into an Aged Care Facility. After holding a family conference with Denise, she provided advice & recommendations regarding the best way forward for us, keeping in mind our objectives. She also held discussions with the Aged Care Finance people, and assisted in completing & submitting forms.  We found the whole process very daunting and stressful! We were happy to hand over the reins to Denise who is an expert in the field.”
    Peter