Financial Planner/Aged Care Specialist
Fiona Castle is a Financial Planner and Aged Care Specialist who helps individuals and families navigate some of life’s most significant financial decisions with clarity, confidence, and compassion.
Recognised for her warm and approachable nature, Fiona provides specialist guidance in aged care planning, retirement strategies, Centrelink considerations, and wealth management. She understands that aged care decisions often arise during periods of uncertainty and emotional stress, and is committed to helping families feel informed, supported and reassured throughout the process.
Combining technical expertise with genuine empathy, Fiona has a talent for simplifying complex financial matters and helping clients understand their options and make confident decisions.
Clients value Fiona not only for her knowledge, but for the care, patience and understanding she brings to every conversation.
“My role is to provide clarity, guidance and confidence when families need it most, so they can focus on what truly matters.”
