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About Us

The Aged Care Financial Plan That You Deserve

Our financial planning services are tailored to your financial needs. Our mission is to give you peace of mind about your financial future.

As you transition into another important phase of your life, it’s important to feel confident that your financial affairs are organised and optimised for best effect. When you choose to work with us, you can expect a personalised service from expert financial advisors who know the intricacies of aged care planning.

Our entire advice process focuses on Australian seniors. Based on our experience, there are three key aspects of aged care financial advice:

  1. Funding aged care accommodation
  2. Minimising the costs of aged care accommodation
  3. Keeping or maximising aged pension entitlements

ACFP has been working with Australian seniors and their families so we can cut the financial stress that often comes with this significant, highly complex milestone.

The Aged Care Plan That You Deserve

Aged Care Financial Planning (ACFP)  is a financial planning firm based in Melbourne, Australia that specialises in helping seniors to transition comfortably into Aged Care.

Our team of expert aged care financial advisers will help you and your family to protect your assets and develop financial strategies so you can cope with your changing lifestyle.

We offer fast, cost-effective advice that makes a significant difference in the lives of Australian seniors.

Retirement can be challenging for both the person and his or her loved ones.

The finances are complex and has huge implications for:

  • Aged care accommodation
  • Pensions
  • Wealth transfer
  • Selling the family home
  • Investment income
  • Income tax, capital gains tax, and land tax

Retirement and entry into aged care has its own complexities. Asking advice from a financial planner or an accountant may not be ideal because of their limited understanding of aged care concerns.

At ACFP, all our financial planners are Certified Financial Planners (CFP) and Accredited Aged Care Professionals (AACP) which is the highest designation available and demonstrates expertise in Aged Care planning. We are specialised in aged care because we believe this important phase of life requires a full attention and hands-on experience.