Hillross

Hillross Fairy Meadow
Est 1999
Suite 2-3, 63 Princes Highway, Fairy Meadow NSW 2519
We will help you make smart decisions about your financial future.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner ®
  • Diploma of Financial Planning
  • Accredited Aged Care Professional ™
  • Proudly assoicated with:
  • Illawarra Women In Business - IWIB
  • Association of Financial Advisers - AFA
  • Financial Planning Association - FPA
  • Aged Care Steps

Areas of
Expertise

Aged care
Retirement
Strategic Planning
Superannuation
Wealth creation

18 January 1999 Chalk Financial Planning opened its doors for the first time in Fairy Meadow. Since then, the business has evolved. In 2014, local businesses identity Dianne Chalk took the business into a new phase of financial planning offering specialist Aged Care Advice. Being passionate about financial planning, Dianne enjoys helping clients each achieve their financial goals and aspirations.

Being a specialist in the Aged Care advice field, you can be comforted knowing that you are receiving the latest advice and consideration for your needs and aspirations.

The goal, in this age of information is to calm your mind so we can focus on the goal…. your Financial Freedom.

 


Meet our team

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Dianne Chalk
Principal

Accredited Aged Care Professional™ addressing all aspects such as Centrelink and…

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Rebecca Noonan
Financial Adviser

Financial Planner AFP ® and Accredited Aged Care Professional ™, Rebecca…

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Kristy-Lea Pilon
Client Services Manager
My idea of financial freedom is to enjoy frequent & regular holidays without…
My idea of financial freedom is to enjoy frequent & regular holidays without financial concern
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Tony Chalk
Client Liaison Officer
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Hannah Dickson
Client Services Officer
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Rhychelle Pilon
Client Services Officer


Testimonials

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Invaluable Help
by Jenny D | Wollongong | Aug 30th 2018

Very experienced, friendly and welcoming. Helped me in all financial aspects of placing my mum into care. Although I’ve done accounting they had so much more to offer me in terms of specific investments for the elderly and how to increase Centrelink benefits whilst reducing daily care fees. Definately worth their very reasonable fees. Even assisted with sorting out some family issues. Thanks Hillross for your invaluable help.

Aged Care Advice
by Robert C | Figtree | Aug 30th 2018

Dianne and Rebecca were absolutely brilliant in guiding us in finding the best possible financial solution when funding an aged care facility for my elderly mother. Once a suitable aged care facility was found, Hillross Fairy Meadow made the process simple and we really appreciated the advice we were offered as it simplified the whole transition from home to aged care. We can now rest assured knowing that the best possible financial decisions have been made on my mother’s behalf, and this is thanks to Hillross. Highly recommended by us.