When the time comes to access aged care, we know how overwhelming the process, paperwork and financial impact can be.

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Aged Care Financial Advice in Melbourne

Our specialist Melbourne based advisers provide financial advice to seniors, pensioners and their families Australia wide.

We work with families to navigate the many options when it comes to financing aged care. We provide compassionate yet thorough and detailed advice. 

 

June 2021- We are open through the lockdown in Melbourne, providing our services over the phone or via Zoom. 

Financial solutions

Transitioning to aged care can be a financial minefield. With specialist financial adviser our co-founder and Director of Aged Care Specialists Victoria, Claudia, by your side, you will be in a position to make an informed decision.

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Help with every detail

From dealing with Centrelink to dealing with your chosen aged care facility, it’s our mission to make the process seamless. Whatever your needs, we’re here to help with aged care financial planning strategies so you can have peace of mind.

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Do you need expert aged care financial advice? Connect with Claudia at 1300 001 225 or email at claudia@agedcsv.com.au for more information.

Everyone’s circumstances are different, so we take the time to know yours.

Whether you’ve entered or edging towards retirement, our financial advisers provide sound aged care financial advice to secure your future. The first step is your complimentary, no-obligation consultation.
We’ll chat with you one-on-one about where you’re at, what you need, and how we can help.


Book your complimentary telephone consultation now
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Our fees are transparent

We are here to get the best outcome for you when you approach us for aged care financial advice. So we work on a one-off fee basis to give you the whole range of options available. No hidden or pesky charges.
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We specialise in aged care - located in Melbourne and servicing Australia wide

While there are many financial advisers in Melbourne, aged care advice is a complex area, so we specialise in this field.

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We can work with your personal adviser

We receive referrals from, and work alongside your financial adviser, accountant, solicitor or placement agent.
If you are looking for the best financial advisers supporting aged care in Melbourne, Victoria and surrounding areas, you’re just at the right place to get answers to all your questions.
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As a financial adviser, Aged Care Specialist, and mother of two, Claudia combines practical problem-solving with warmth, professionalism and a passion for sharing knowledge. As co-founder and Director of Aged Care Specialists Victoria, Claudia takes a big-picture view of Aged Care. She understands the financial, emotional and practical difficulties that can often come with relocating to a new home or care facility. To ease this transition, Claudia provides in-depth, personalised advice to help you maximise your finances and reduce stress as you secure a home for this next phase of life.

Call Claudia on: 1300 001 225
or email her at: claudia@agedcsv.com.au

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"I would recommend to everyone, Angela and Claudia are beautiful people and know what they are doing, even after I was having a melt down brain wise, they were there for me and understood. Don't know what I would have done without them. Price wise they were way better than the bank!"  

- Margaret (Google Review May 2021)