Need Help With Navigating Aged Care Financial Planning?
Do you have a parent who is in (or going into) aged care? Are you looking for help from a finance professional to understand how to navigate this process successfully?
Aged Care Financial Planning specialises in helping you firstly understand the process of going into aged care, and then also doing it in a way that:
✔ Avoids you losing (or dramatically reducing) your pension
✔ Protects all your assets
✔ Avoids you paying large amounts of unnecessary tax
✔ Reduces your aged care fees
✔ Improves your cashflow
✔ More importantly, reduces all the stress and confusion!
Fill in the form on this page to enquire – or simply call us on 1300 000 243.
Free 15 Minute Initial Consult
Enter your details on the form below
How We Can Help You
We Will Answer All Your Questions:
- How can I make sure I keep my pension?
- Do we keep or sell the house?
- How much will it cost for aged care?
- What’s the smartest way to pay for aged care?
- What should I do with my other assets?
- What are the aged care fees?
- How can I reduce the aged care fees?
- What’s the process of going into aged care?
- What are the different levels of aged care available?
- Can you run us through multiple options and scenarios?
- What else do we need to know before starting this process?
- And much more!
We Guarantee You’ll Be At Least $10,000 Better Off
Or We Don’t Work With You
Having the wrong strategy when approaching aged care can literally cost you hundreds of thousands of dollars over the long term. We guarantee you’ll be a minimum of $10,000 better off after we build your strategy or we won’t work with you. We only can offer this because we’ve helped hundreds of clients do this successfully and know all the associated pitfalls.
Actual client outcome after doing scenario planning:
Developing a new strategy meant they were $127,859 better off after 5 years
What Our Clients Are Saying
“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.”
– Siobhan D.
“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.”
– Karen Joy
“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. We couldn’t recommend his services any higher, especially for aged care needs. Thank you Shaun and Angela!”
– Lorena Mozsa
Over 100 x 5 Star Reviews On Google
Meet Our Founder, Shaun Ganguly
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
We Work With All Aged Care Organisations Across Australia
