Save Money
Our aged care financial advisers can help you save on fees associated with nursing homes and residential aged care. We can also help you get access to new pension entitlements.
Cut Stress
Stop worrying about your cash flow, taxes, and pension entitlements. We at Aged Care Financial Planning can help you structure your finances so you can avoid costly mistakes and be able to save.
Save Time
Our aged care advisers can take care of all the paper work and leg work saving you time and stress. We’ll provide you with prompt aged care advice so you can gain access to care, and relax about the finances.
Get a Free Consultation
Fill in the form or phone 1300 000 AGE for an initial 15 minute consultation with an Aged Care Professional
Our Founder's
Pledge to you
Wealth protection and financial management are crucial for the elderly. With sound and reliable financial advice, and the right team beside you, it is possible to achieve a more comfortable life in residential aged care.
At Aged CFP, we can help you figure out the specific steps you need to take based on your circumstances and changing needs.
This is my pledge to you.
Shaun Ganguly, Founder/Director
Age Care Financial Planning Reviews
Kevin provided a very clear and simple overview to help us navigate the Aged Care Residential financing process. I would highly recommend both Kevin and his team.
Was so glad to have engaged with Kevin and the team at Aged Care Finacial Planning. Helped me immensely in moving forward with arranging the financial affairs for my elderly mother in aged care. Would 100% recommend them to anyone looking for assistance. Great peace of mind
Navigating the complex world of aged care can feel overwhelming, especially when faced with the financial implications. Shaun Ganguly from Aged Care Financial Planning made the entire process seamless for us. His financial expertise combined with a deep understanding of the aged care system, and knack for simplifying complex matters helped us immensely. From strategic financial planning to negotiating on our behalf with the retirement village and aged care facility, Shaun went above and beyond. Despite his busy schedule, he made sure to address all our concerns and questions. Living interstate was no obstacle, as Shaun uses various online communication channels. Investing in his services was worth every penny, saving us more than we could have imagined and arriving at the best possible outcome for our family situation.
I found Aged Care Financial Planning highly knowledgeable, empathetic and making what is a challenging process as easy as possible. Highly recommend.
I was very impressed with Shaun’s knowledge and prep work. He took a lot of time to explain what we needed to know about the aged care system and financial planning for my mum. Not just some PowerPoint or spreadsheet he had produced. He was knowledgeable about the sector and took into account our specific goals. Not always $ but also quality of life. We are very lucky that my family found his firm, a recommendation from a colleague. Thanks Shaun.
Shaun is very knowledgeable in what is a very complexed area.I was extremely appreciative and impressed by his ability to navigate my family through the maze, during what is a very emotional time.His professional and empathy is first class.Highly recommend.
Thank you for the session we had last week. You covered a lot in the time allocated, but I just thought your fee was a bit much for one and half hours session. It really just reinforces what we had planned to do was ok to do. Our situation was not very complex but no doubt you can assist others with more complex issues.
Response from the owner: Thanks for your feedback! Navigating complex assessments, tax structures, and in-depth planning is usually a daunting challenge for most. The fact you already had a plan you developed with your other pros truly speaks to your savvy and intelligence. I'm thrilled we could provide you not just with an action plan with practical steps, but with the peace of mind and confirmation you needed to proceed, especially during what many consider an emotionally taxing time. The highest compliment for me is making elaborate situations appear straightforward, and it’s been an absolute pleasure working with you. If there's anything more we can assist with, don't hesitate to reach out.
Shaun took the time to understand our parents situation and what we were aiming to achieve. He has a deep understanding of the aged care industry and shared the various options available to us. The ongoing guidance and support enabled us to navigate a system we initially found complicated. Thanks Shaun and team.
Good chat with all our questions covered well
Shaun was very well prepared with a slide show presentation. He explained very clearly and allowed for questions. The zoom meeting was recorded which means I can it share with my family and also review any points which I need to understand better. I would highly recommend Shaun when navigating Aged Care. The 90 minute Initial Meeting is excellent value for money.
Shaun and his team took all the stress out of all the financial arrangements with my mother's placement into a nursing home. Their friendly advice was clear and straightforward and they always showed empathy with our situation. Their expertise resulted in an excellent financial outcome for my mother.
Shaun was attentive to our needs and helped us navigate what is a minefield of complexity in a time of stress. With important decisions to make Shaun provided much valued clarity in a down to earth manner. I can highly recommend him.
Very informative advice, concise and thorough. Shaun presents it logically and in a very relaxed style. I highly recommend using Shaun and his teams services, skills and knowledge for all matters regarding Aged Care Financial Planning.
Response from the owner: Hi Ian, Thanks so much for taking the time to leave us such a kind review. I'm glad to hear that our team's services, skills, and knowledge were helpful to you. We appreciate your recommendation and hope to continue providing you with excellent service in the future!
I was provided with a comprehensive understanding and personalized solution to our problematic Australian Aged Care financial structure. I was very lucky to get such good advice.
Response from the owner: Thanks for leaving us such a positive review. I'm glad that we were able to provide you with a comprehensive understanding and personalised solution for your structure. We appreciate your recommendation and look forward to getting it all sorted for you! Cheers, Shaun and the Team.
Shaun was very helpful, explained things clearly, and really took the time to understand our circumstances. He is professional and approachable, and we feel a lot less stressed about a complex system after our meeting.
Response from the owner: Thank you for your kind words. I'm glad that we were able to provide you with helpful and stress-free service. We pride ourselves on being approachable and professional, and I'm glad that we were able to demonstrate that to you. We appreciate your recommendation and we're here if you ever need anything. Thanks, Shaun and Team.
The team at Aged Care Financial Planning have made our lives so much easier. I’m so glad we chose this team to assist us in all matters relating to settling my elderly mother into aged care. Shaun, Mikaela and the team were always accessible and explained everything in layman’s terms. I highly recommend Aged Care Financial Planning to anyone considering engaging true professionals in this field.
Response from the owner: Thank you for taking the time to leave us a review. The truth is Mikaela is the one who deserves the praise, she's a rockstar and I'm so glad she got everything sorted. Thanks so much, Shaun.
Shaun was excellent, I would highly recommend his services. He is very thorough and explains everything in plain English. Shaun always ensured everyone involved understood. I am definitely going to use his services to negotiate with Centrelink, that will take a lot of stress out of the decision to place my husband into aged care facility. So thankful I found someone who knows how to negotiate the aged care system.
Response from the owner: Thank you for your kind words. I know from personal experience that the aged care system can be complex and stressful (read nightmare!), and we're glad that we were able to assist you. We appreciate your recommendation and look forward to helping you with all of your Centrelink needs. We love that part of it! Cheers, Shaun.
Our financial matters tailored to individual needs, were handled with great Sensitivity & professionalism
Response from the owner: Hi Serene, thanks so much for leaving such a nice review. The family were very fortunate to have you helping them and ultimately achieving a great stress free result. Thanks, Shaun and team.
Shaun explained things clearly and simply in regards to some financial queries regarding a parent in aged care. Would highly recommend him if you need help with aged care finance issues.
Response from the owner: Hi Michel, Thank you for your kind words. I'm glad that we were able to assist you with your aged care finance issues. We appreciate your recommendation and look forward to continuing to assist you with your financial planning needs. Thanks, Shaun.
Shaun was excellent in working through a range of scenarios in a very clear way and he was able to simplify the complexities of aged care financial planning. I would certainly recommend him to anyone faced with having to make aged care financial decisions.
Response from the owner: Hi Jeff,Thank you for your positive review. We understand that aged care financial planning can be complex and confusing, and we're glad that we were able to simplify it for you. It's pretty much what we pride ourselves on and try to do always, so the review is very much appreciated. Thanks, Shaun.
I was sceptical before the session, as I feared a formulaic approach. However I was totally happy with the 90 minutes’ dialogue. Shaun was very well prepared, using the financial information I had supplied. He is truly an expert in aged care financial knowledge and advice and I wouldn’t hesitate to recommend him, or to return myself at a future date ( I was acting as Power of Attorney over my husband).
Response from the owner: Hi Dianne, thank you so much for taking the time to write such a nice review and recommendation to others! A formulaic approach would definitely not have worked for you, it was a genuine delight. Thanks, Shaun.
I had the pleasure of dealing with Shaun and found him to be extremely helpful. He dealt with the matter very promptly and efficiently and I would not hesitate to recommend him. Shaun was very approachable and always replied to any queries promptly and with great clarity. Thank you Shaun.
Shaun and his team expertly navigated us through the complexities of the aged care financial arrangements, as well as giving us sound advice regarding clinical factors to consider in selecting a aged care facility for our mother.No hesitation in recommending ACFP services to any family faced with needing to place a loved one in care.
Shaun has extensive knowledge on the aged care subject and presents in a down to earth approach delivering that information. Like a trusted friend wanting you to make the right decisions and arming you with the information to make your choices. He isn't a pushy salesperson, rather offering a service tailored to what you want or need on your terms. You are in the drivers seat and he is the instructor guiding you. All costs and expectations were clear and reasonable and presented upfront. We researched a-lot, we made the right choice to engage Shaun trust you will be to by contacting him.
Very informative and worth every cent. Shaun was a great presenter who wanted you to understand the journey you were about to travel. That you Shaun.
Shaun was very thorough in explaining our aged care financial options. He clearly articulated unfamiliar and complex terms so that we were able to understand. He tailored his communication to all levels so that we were able to make an informed decision. I would highly recommend using Shaun to help navigate the aged care finance space.
Shaun has all credentials to provide the most sought after advice on Age Care.
We had a very enlightening experience with Shaun who provided all the information we needed regarding the eventual placing of our mum in Aged Care. We were not aware of the implications of selling her home prior to her going in. The money from the sale would be classed as an asset, severely affecting and increasing the fees she would be charged means tested once in care, she would also incur a reduction of more than half of her pension. These are just 2 of the issues Shaun told us about, but there’s more!!! It’s a minefield we won’t be stepping into now we have this valuable information. Definitely contact Shaun if you have any questions about aged care for your loved one, I am very happy we did, he is a pleasure to deal with. Thank you Shaun.
Shaun considered that our age pension application was very possible to obtain and Shaun was true to his word. Shaun applied his skill with our information and we were successful in our aged care application.Thank you Shaun and Angela for your care, patience and professionalism.
Friendly and professional staff who listens to your need with patience and provides detailed plan for you to care for your future.
I don’t know how I would have managed getting paperwork sorted for my father in law to enter an aged care home.without the wonderful assistance of Shaun and his staff.Always friendly, kind and on top of their game.I was recommended to contact Shaun by a staff member at Estia health and I will be forever grateful.All issues that have arisen were sorted promptly.Can absolutely recommend Aged Care Financial Planning.
When we first met with Shaun it was clear to us that he knew what he was doing. Now that we have seen him do his magic we couldn't be happier! He is thorough in his research, very friendly and approachable, everything he explains is clear with plenty of room for questions. We are so pleased with the results Shaun achieved for us. Wecouldn't recommend his services any higher, especially for aged care needs. Thank you Shaun and Angela!!!
Shaun is absolutely incredible, could not fault the man, if you need your loved ones financial affairs sorted do not look any further, seriously, we would have been lost without him, 5 stars all the way, thank you Shaun
Shaun and Angela have been amazing in helping me maximise the funds available for my mother in law. Highly recommend them
Very pleased with my progress so far with Shawn
The process of an aged care funding application for my parents seemed overwhelming. We enlisted the help of Shaun and his team, and it became a much simpler task. His patience, knowledge and support was second to none. We got through with a positive outcome in the end. We are forever grateful. S&G Cassar
Shaun was infinitely patient and compassionate throughout our appointment. He simplified the many complicated fees and options for funding aged care and provided useful advice for further options in the future. We walked away from our meeting reassured and well advised to make complex decisions during a highly stressful and emotional time.
Shaun was extremely helpful and caring. He explained everything we needed to know. I would definitely recommend him. Thanks Shaun
I am very happy with the services and advice I have received from Aged Care Financial Planning. A great team providing purposeful, honest, disciplined, and empathetic advice. Thanks Shaun!
Shaun was very methodical and professional in his advice to me, leaving no stone unturned. He made it simple to understand complicated matters. Highly recommended.
Shaun was very helpful and very knowledgeable. We feel much more informed about the aged care system.
Aged Care Financial Planners expertly sorted through the mind numbing complexity of finding and organising the placing of my mother into aged care. I have found them to be diligent and thorough and are always available to provide ongoing support even after completing the placement. I recommend them.
Response from the owner: Thanks so much for the kind words Simon. It was an absolute pleasure. Cheers, Shaun.
