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

We are here to help Request a telephone consultation

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, unbiased, detailed advice. 

Financial Solutions

Transitioning to aged care can be a financial minefield. With specialist financial adviser and friendly face, Claudia, by your side, you will be in a position to make an informed decision for your loved one.

Read More About Financial Solutions

See More

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.

Read More About How We Can Help

See More
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.

85% of people entering aged care come direct from a hospital, and in many cases, it comes as a shock that your family member is unable to return home. 

We’ll chat with you one-on-one about  your situation and the options available to your loved one.


Contact us for an appointment today
Image

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.
Image

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.

Image

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.
Image

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

Like Us On Facebook

We are proud to assist our community with aged care financial services.

Like Us
Image
Image
"The moment I met Claudia I knew we were in good hands. Claudia listened to my concerns and questions regarding my mum's situation and provided a comprehensive report in layperson's terms which explained all our options in black and white. I feel I am in a much better place now to support mum with her care and planning needs and to make informed decisions."

- Anna (Google Review, July 2021)