How we can help
Aged Care Financial Services Australia (ACFSA) is recognised as the leading specialists in aged care financial planning, ACFSA have built their financial advisory business based on a unique fee-for-service model that has seen thousands of people expertly settled into the aged care accommodation of their choice.
Aged Care Financial Services leads the industry in aged care product development and lecture to other aged care professionals from the not-for-profit and private sectors nationally. Like many of their team, their decision to specialise was born of personal experiences trying to find residential accommodation for elderly relatives while attempting to make sense of the bureaucratic maze of Income Tested Fees, Assets Assessment and complex care categories.
ACFS Advisers use their expert knowledge of the aged care system to model personal financial strategies to use when working with clients and their families. These strategies optimise client’s finances for living in retirement and through the various stages of residential care. ACFS services include:
- Providing independent expert advice to prospective residents after analysis of current circumstances, future income and financial commitments aimed at achieving bond affordability (whilst preserving government benefits and entitlements).
- Expert advice to professionals such as mainstream accountants, lawyers, medical and allied health practitioners seeking to value-add services for clients entering residential care.
- Design and delivery of custom training programs for aged care providers and staff based on financial aspects of resident admission.
ACFS has offices in Melbourne, Sydney, Brisbane and Adelaide; and services clients in other cities and regional centres.
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