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Aged Care decisions

Make the right financial decisions to comfortably transition into Aged Care and safeguard your wealth.

Aged Care Financial Services

Aged Care Financial Services is Australia’s leading Financial Planning Specialists for people making the move to residential Aged Care. Their expert team of financial advisers work to protect client’s assets and develop cashflow strategies for a confident and smooth transition into Aged Care. They support clients through every step of the journey and make aged care affordable now and into the future.

Get To Know Your True Financial Position

Aged care decisions begin with understanding the role that funds play in the future for you and your family. Our specialist advisers are here to help you manage assets, expenses and estates to ensure your wealth is safe and secure. Once we’ve helped establish your true financial position, we’ll determine what your aged care options are, and explain them to you in a clear and understandable way. Our advisers are experienced professionals who’ll know how to structure your finances to make the most of your hard earned assets. Read More

Content coming soon. Aged Care Financial Services is the best provider of financial services for aged care in Australia. They provide financial advicefinancial planning and plans for aged care. Browse our website or call us to learn more about our services. Read Less
Aged Care Financial Services
Aged Care Financial Services Melbourne

You Focus On The Move (We’ll Take Care Of The Financial Worries)

Going into aged care can be daunting but we’ll make it easier for you. We can take care of all the paperwork; submitting important forms correctly and on-time. We can also handle fee negotiations too, ensuring the best possible outcome for you. Accessing the right aged care facility depends on a number of factors like budget, eligibility and the level of care required. There’s a lot of Aged Care costs to consider so let us handle the difficult things while you concentrate on the important move.

5 Critical Financial Factors Report

Get Your FREE Copy Of Our 5 Critical Financial Factors Report

Aged Care Financial Services began with someone in your exact position, searching for the best aged care solution for an elderly relative. Get our FREE Report today, put your mind at ease and start the process with some insider facts.

What you need to know about Aged Care – Free Webinars

To help our clients with the complex task of transitioning to aged care, we hold regular FREE Online Information Webinars, covering topics like: • The basics of how Aged Care really works • The different levels of services and what they include • What the true costs are • Entry paperwork and what to expect, and • Tips for managing the Aged Care Puzzle Our webinars are FREE and you can ask questions; so it’s like bringing one of our aged care experts into your own home.

Aged Care Free Webinars
Aged Care Financial Services

Become An Aged Care Financial Services Client And Enjoy Financial Certainty

It’s easy to feel stressed about making big aged care decisions, especially when there’s a lot at risk and you’re making life-changing choices. With ACFS, we’ll help you take control and be sure that your finances and future are secure.

Here’s what some of our clients have to say….

"Our adviser has been wonderful to work with in guiding us through all the challenges, steps and hurdles relating to the financial aspects of placing our parents into an aged care facility… Without his kind attention, the difficulties we faced would have been so much greater."

− Ted Crawford

"I just wanted to write and thank you and the team for helping us through the nightmare of finding an aged care home for Mum, and showing us how we could afford a place so much better than we’d thought remotely possible. The support was life-saving, and the financial advice was perfectly pitched for my brothers and me.""

− Karen Forster & Family

Our National Network of Aged Care Advisers

National Network of Aged Care Advisers

Our Aged Care Financial Services Advisers use their expert knowledge and first hand experience of the aged care system to model each personal financial strategy. Our #1 goal is to ensure you come out on top. Our specialist advisers help people to optimise pension entitlements and reduce aged care fees. We work to structure finances, so that aged care costs are affordable now and sustainable into the future, giving you peace of mind and professional support every step of the way.

How we can help…

Personalised 60 Minute Consultation
Personalised 60 Minute Consultation – A qualified financial adviser will clarify the aged care rules, regulations and fees in a personalised appointment at one of our offices, or if preferred, in a secure Online meeting.
Asset and Income Assessment Forms
Asset and Income Assessment Forms – We’ll help you complete your Centrelink Forms to ensure they’re correct, for faster and easier processing
Issue Discussion Paper
Issue Discussion Paper – Focussed discussion paper highlighting common impacts and options under current aged care legislation and funding structures. Does not include recommendations.
Full Written Statements of Advice
Full Written Statements of Advice – We’ll provide you with a complete customised written plan that includes expert advice and recommendations. It contains full analysis, detailed recommendations, and cash-flow projections in a compliant professionally prepared document.
Aged Care Professional Support
Professional Support – We can provide ongoing support should circumstances change after entering care; and we will work with your accountant or general adviser to ensure everyone caring for you understands your wishes, aged care options and agreed plan.
Aged Care - Education
Design & Delivery of Custom Training – Professional staff training on the financial aspects of residential aged care.

Your aged care journey starts with a 20 minute telephone consultation


We’ll save you a lot of stress and put your mind at ease in just one consultation. To request an appointment, simply enter your details below and we’ll contact you.

We respect your privacy and promise never to rent or share your details with anybody without your consent.

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Aged Care Financial Services & Advice

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