Our Story
Cassandra and Dustin Kavanagh had worked in financial services for more than 20 years when they realised something needed to change. They’d watched clients become frustrated with the lack of interactions between financial planners, accountants and solicitors, and realised requiring clients to make multiple appointments to relay the same details didn’t make sense.
Cassandra’s vision was to simplify the process by bringing professionals into the same room, and so Rethink Financial Planning was born. Advisers listen to the client’s story, concerns and frustrations, ask questions, then collaborate. This ensures each specialist has the chance to discuss their views, rules and expertise on compliance and legal matters, saving everyone time.
Recently the opportunity arose to apply the same model behind Rethink Financial Planning to solve another problem - and Rethink Aged Care was launched to help clients navigate the complex, ever-evolving aged care matrix.
The dedicated Rethink Aged Care team removes a huge burden from clients by liaising directly with Centrelink, the Department of Human Services (Homecare), solicitors, Aged Care facilities, real estate agents, accountants, financial planners, and My Aged Care on their behalf.
They pride themselves on giving a voice to people who feel they’ve lost it due to factors such as ageism; taking the complexity, confusion, time and stress out of aged care planning. They always apply high levels of compassion when supporting clients and their loved ones during an often emotional time, which they’re told is a factor rarely seen in the industry. In fact, Cassandra and the team are thrilled that the majority of their ongoing work comes via word-of-mouth referrals.
Cassandra and Dustin also run Rethink Your Workspace, where both businesses are based. This modern, stylish co-working space allows the team to work collaboratively with various passionate like-minded businesses, including lawyers, accountants, business coaches, app builders, medical services advisors, criminal lawyers, and property consultants, providing advice to all of their clients in a holistic way.
Our values
