When the time comes to access aged care, we know how overwhelming the process, paperwork and financial impact can be.
Aged Care Financial Advice in Melbourne
Our specialist Melbourne based adviser Claudia provides 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.
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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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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.
Our fees are transparent
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.
We can work with your personal adviser
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: 0419 319 386
or email her at: claudia@agedcsv.com.au
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"Claudia has been fantastic to deal with throughout a testing time trying to manage my parents' changing needs in later life. She is very thorough and explains options clearly to assist in decision-making. More importantly, she follows up on her commitments in a timely fashion and keeps the lines of communication open at all times. I would highly recommend Claudia to others seeking expert guidance and support"