, The ACG Strategy Day 2023

The Aged Care Guru’s annual Strategy Day took place on February 24, 2023, bringing together experts from across Australia to exchange ideas and insights about the aged care and retirement planning industry. Attendees engaged in discussions and presentations on a wide range of topics, including changes in aged care policies, financial strategies, and the crucial role that financial planners play in preventing elder abuse.

Shaun Ganguly, the founder of Aged Care Financial Planning and Retirement Village Financial Advice, was chosen as one of three panelists on a national panel hosted by Rachel Lane from Aged Care Gurus. Shaun spoke on the topic of “How to build a successful aged care advice business (from advisers who have)”, sharing his expertise on the use of technology, client engagement, and leverage in building such a business.

The panel provided valuable insights on various aspects of establishing a successful aged care advice business, and the attendees learned from the collective experiences of the panelists.

Other distinguished speakers at the event included Marilyn Graham from Aveo and Jessica Kinnear, a lawyer from Compare Villages. They shared their perspectives on how retirement villages are adapting to the changing accommodation, contracts, and care to meet market demands.

Felipe Araujo and Laura Salisbury from Generation Life also presented the latest financial products that can help clients achieve their financial goals. James Dimond from Moores Lawyers led another session on the critical role financial planners play in preventing elder abuse. The presentation emphasized the importance of protecting clients from abuse and the critical role that financial planners play in identifying and preventing it.

The event was an informative and insightful opportunity for industry experts to share their knowledge and experiences. It highlighted the importance of continuous learning and knowledge sharing in the aged care and retirement planning industry. The critical role played by financial planners in helping clients achieve their financial goals while ensuring their protection was also emphasised.

Overall, it was a successful event that showcased the importance of collaboration and innovation in the aged care and retirement planning industry. 

Author: Shaun Ganguly

Director and Financial Planner at Retirement Village Financial Advice and Aged Care Financial Planning, Shaun Ganguly specialises in complex Aged Care, Retirement Living, and Centrelink matters. He holds a Bachelor of Commerce (Finance & Economics), and is an FPA Accredited Aged Care Professional, Aged Care Guru, and Certified Financial Planner.

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