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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.

Call us for a Consultation

Fill in the form or phone 1300 000 AGE for an initial 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

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Age Care Financial Planning Reviews

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Jack Noonan
9 months ago
Shaun was excellent, knew his stuff, and provided some great advice during a difficult time for our family. Highly recommend him for issues with financials and the aged care sector
Hi, Shaun has been a breat of fresh air, my Mother and I came to Shaun with our affairs regarding my Fathers placement in aged care, Shaun has streamlined the financial minefield that is assoc. with aged care and greatly reduced the sress and financial burden placed on my family, he has explained all he has done clearly every step of the way and we feel indebted for his care and knowledge during what has been a trying few months, if you are in a similar position please rest assured you will find peace of mind and a professional advocate with Shaun. Gordon Manderson We lost my Dad recently, Louisa and her team have been a great help at this time streamlining our dealings in the background, thanks again. Gordon Manderson
Response from the owner:Hi Gordon, thanks so much for taking the time to leave a review. I have really enjoyed working with your family and it felt really satisfying not only with what we could achieve Financially, but even more so was freeing up Mum's worry to let her spend her time and energy on the more important things. I value the trust you placed in me and relationship with your family and look forward to helping in any way I can. Shaun.
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John Marshall
1 year ago
Good results. Very satisfied
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Sherbs
1 year ago
Louisa and the team at Aged Care Financial Planning were absolutely amazing. Navigating the financial side of aged care for my dad initially felt like a minefield, but their compassion, expertise, and clear guidance made the entire process far less stressful. They were genuinely focused on helping us make the best decisions to ensure my dad received the best possible care.
Shaun and his team and professional, compassionate and knowledgeable and help across all areas!
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Jack Noonan
2 years ago
Shaun was excellent to deal with. Easy to understand information, knew his stuff really well, provided us with a recording of our conversation for future reference, and left us feeling reassured as we embark on a difficult process with our mum. I was initially a little skeptical to engage a financial advisor, but I found Shaun's advice valuable. Highly recommend engaging with him.
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John Campbell
2 years ago
We cannot thank Shaun and the Prime Years Age Care Financial Planning for their assistance and planning with the transition into care for both our parents. The attention to details and caring nature was excellent. I have no hesitation in recommending them to assist any family with this process. Thank you Guys.
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Chris Pala
2 years ago
Really appreciate all the great advice. Thanks Kevin Fantastic Service
Excellent, prompt, professional service.
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Jill Armstrong
2 years ago
Prompt, Excellent, Professional service.
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Amanda Chisholm
2 years ago
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.
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Bradley Jones
2 years ago
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
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Heather Lesley
2 years ago
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.
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Brent Valle
3 years ago
I found Aged Care Financial Planning highly knowledgeable, empathetic and making what is a challenging process as easy as possible. Highly recommend.
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Siobhan D
3 years ago
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.
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Matthew Thomson
3 years ago
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.
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Wilma Bright
3 years ago
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.
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David Renton
3 years ago
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.
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Michael Hill
3 years ago
Good chat with all our questions covered well
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Nicole Armstrong
3 years ago
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William Reilly
3 years ago
The presentation was thorough and professional. Gave us peace of mind in the way forward and the risks involved
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Ilga Haase
3 years ago
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.
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Mark Fanthorpe
3 years ago
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.
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Mark Poll
3 years ago
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.
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Ash Watson
4 years ago