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New financial advice team for aged care industry and residents in Sydney

Today, I’m delighted to officially launch the website and blog for Sydney Aged Care Financial Advisers.

Sacfa boardroom1

My colleague Michael Johnson and I have been providing specialist financial planning advice for people going into care for several years now. Some months ago we identified an opportunity to create a new brand within the firm that more fully reflected our focus on aged care. Our directors Josie & Leo supported our vision, and the brand ‘Sydney Aged Care Financial Advisers’ is the result.



What do you think? We’d love to get your feedback in the comments section! We’re excited because there’s a real need for a new financial advice team for aged care industry & residents in Sydney.

In our experience, other financial planners  often charge too much for aged care care advice when they have little background in this area. We aim to change this by putting people first, with an experienced team that understand the complexity of pension, tax, and aged care regulations involved when someone moves into residential care. 

Our mission is simple: to provide expert financial planning advice for aged care admission, at an affordable price.

You can read more about our services here,  and other ways we can help too. But here’s a quick list of common aged care problems we may help with:

– explain nursing home costs
– minimise aged care fees
– ways to pay accommodation bonds
– negotiate income tested fee

To make your aged care journey a bit easier, we’ve published a FREE Guide which you can download, and we’ll publish regular blog articles with the latest news and tips.

We’re also now on social media and you can chat with us on Facebook, Twitter, Google+ and the local social network Housenet.

Thanks. The team and I look forward to working with you in 2014 and beyond.

Regards, Phil

Financial Advisor Aged CareAged Care Financial Planning



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