Aged Care Financial Planning

Shaun is very knowledgeable in what is a very complexed area.
I was extremely appreciative and impressed by his ability to navigate my family through the maze, during what is a very emotional time.
His professional and empathy is first class.
Highly recommend.

Thank you for the session we had last week. You covered a lot in the time allocated, but I just thought your fee was a bit much for one and half hours session. It really just reinforces what we had planned to do was ok to do. Our situation was not very complex but no doubt you can assist others with more complex issues.

Shaun and his team took all the stress out of all the financial arrangements with my mother's placement into a nursing home. Their friendly advice was clear and straightforward and they always showed empathy with our situation. Their expertise resulted in an excellent financial outcome for my mother.

Shaun was very well prepared with a slide show presentation. He explained very clearly and allowed for questions. The zoom meeting was recorded which means I can it share with my family and also review any points which I need to understand better. I would highly recommend Shaun when navigating Aged Care. The 90 minute Initial Meeting is excellent value for money.

Shaun was attentive to our needs and helped us navigate what is a minefield of complexity in a time of stress. With important decisions to make Shaun provided much valued clarity in a down to earth manner. I can highly recommend him.

I was provided with a comprehensive understanding and personalized solution to our problematic Australian Aged Care financial structure. I was very lucky to get such good advice.

The team at Aged Care Financial Planning have made our lives so much easier. I’m so glad we chose this team to assist us in all matters relating to settling my elderly mother into aged care. Shaun, Mikaela and the team were always accessible and explained everything in layman’s terms. I highly recommend Aged Care Financial Planning to anyone considering engaging true professionals in this field.

Shaun was excellent, I would highly recommend his services. He is very thorough and explains everything in plain English. Shaun always ensured everyone involved understood. I am definitely going to use his services to negotiate with Centrelink, that will take a lot of stress out of the decision to place my husband into aged care facility. So thankful I found someone who knows how to negotiate the aged care system.

Shaun was very helpful, explained things clearly, and really took the time to understand our circumstances. He is professional and approachable, and we feel a lot less stressed about a complex system after our meeting.

Very informative advice, concise and thorough. Shaun presents it logically and in a very relaxed style. I highly recommend using Shaun and his teams services, skills and knowledge for all matters regarding Aged Care Financial Planning.

Shaun and his team expertly navigated us through the complexities of the aged care financial arrangements, as well as giving us sound advice regarding clinical factors to consider in selecting a aged care facility for our mother.
No hesitation in recommending ACFP services to any family faced with needing to place a loved one in care.

I had the pleasure of dealing with Shaun and found him to be extremely helpful. He dealt with the matter very promptly and efficiently and I would not hesitate to recommend him. Shaun was very approachable and always replied to any queries promptly and with great clarity. Thank you Shaun.

Shaun has extensive knowledge on the aged care subject and presents in a down to earth approach delivering that information. Like a trusted friend wanting you to make the right decisions and arming you with the information to make your choices. He isn't a pushy salesperson, rather offering a service tailored to what you want or need on your terms. You are in the drivers seat and he is the instructor guiding you. All costs and expectations were clear and reasonable and presented upfront. We researched a-lot, we made the right choice to engage Shaun trust you will be to by contacting him.

We had a very enlightening experience with Shaun who provided all the information we needed regarding the eventual placing of our mum in Aged Care. We were not aware of the implications of selling her home prior to her going in. The money from the sale would be classed as an asset, severely affecting and increasing the fees she would be charged means tested once in care, she would also incur a reduction of more than half of her pension. These are just 2 of the issues Shaun told us about, but there’s more! It’s a minefield we won’t be stepping into now we have this valuable information. Definitely contact Shaun if you have any questions about aged care for your loved one, I am very happy we did, he is a pleasure to deal with. Thank you Shaun.

Shaun considered that our age pension application was very possible to obtain and Shaun was true to his word. Shaun applied his skill with our information and we were successful in our aged care application.

Thank you Shaun and Angela for your care, patience and professionalism.

When we first met with Shaun it was clear to us that he knew what he was doing. Now that we have seen him do his magic we couldn't be happier! He is thorough in his research, very friendly and approachable, everything he explains is clear with plenty of room for questions. We are so pleased with the results Shaun achieved for us. Wecouldn't recommend his services any higher, especially for aged care needs. Thank you Shaun and Angela!

I don’t know how I would have managed getting paperwork sorted for my father in law to enter an aged care home.without the wonderful assistance of Shaun and his staff.
Always friendly, kind and on top of their game.
I was recommended to contact Shaun by a staff member at Estia health and I will be forever grateful.
All issues that have arisen were sorted promptly.
Can absolutely recommend Aged Care Financial Planning.

Shaun is absolutely incredible, could not fault the man, if you need your loved ones financial affairs sorted do not look any further, seriously, we would have been lost without him, 5 stars all the way, thank you Shaun

Shaun and Angela have been amazing in helping me maximise the funds available for my mother in law. Highly recommend them

Shaun was very knowledgable, approachable and focussed in on what my specific circumstances are. In 1 1/2 hours he was able to provide me with a clear strategy. I would not hesitate to reccommrnend his services.