Prime Age Adviser - Shaun Ganguly

11/11/2025

"But what IS the initial meeting?"

Shaun and I discuss the process clients go through prior, during and after our Initial Meetings.

07/11/2025

We discuss the common pattern of oldest daughters being primary caregivers during family elder care crises, highlighting the significant emotional and logistical challenges they face while managing their parents’ finances and care needs alongside their own personal responsibilities.

13/10/2024

I'm thrilled to announce that we've received our own financial services license, Prime Years, marking a new chapter in our journey and being one of the few practices that operate with this level of autonomy! This milestone wouldn't be possible without my incredible OG mentor, Simone Vanden-Driesen.

Simone has been guiding me from the very very beginning (early teens) - from showing me my first financial plan, guiding me through my first job in financial planning, reviewing business offers to launching my own business and now running an AFSL (middle age now 😡 ). For the past five years, I've had the privilege of operating under her license Leishman Financial Services Pty Ltd.

Simone's unparalleled technical expertise and guidance through every business and personal challenges have been invaluable. She's not just the most technically astute planner I know, but also a master at balancing business success, client satisfaction with family life.

To Simone: Your mentorship has shaped my entire career, and I would not be where I am had it not been for you. Thanks for everything.

Here's to new beginnings and the continued guidance of an extraordinary mentor!

26/07/2023

Thoroughly enjoyed sharing insights on "Unlocking Retirement Freedom" at the Campbell Place Retirement Village by Australian Unity, discussing strategies to optimise government entitlements, superannuation, and navigating recent changes. A big thank you to Australian Unity for facilitating this amazing event.

18/07/2023

📢 A real and awesome client case study🌟 I had the privilege of working closely with the family, helping them add an almost immediate $100,000 value in aged care refund and Pension entitlement! 💰🎉

Navigating the complex aged care system can be overwhelming, but together, we uncovered all of their entitlements and they are a whole lot less stressed!

Making the decision to place an ageing parent into residential care because they can no longer live independently at home is not an easy one – and is often complicated by the finances involved. It’s a good idea to consider obtaining financial advice – here, we share a case study where the fami...

18/07/2023

3-minute Case Study: How to save a Retirement Village to Aged Care client over $20,000 pa, year on year on year

06/07/2023

The Hidden Dangers of Rising Interest Rates for Retirees and Aged Care

04/07/2023

A 'swoop' into One Fell Swoop team photo at the National Retirement Living Awards Gala. Inspired by their work in crafting communities. At Retirement Village Financial Advice, we're proud to empower these spaces with sound financial guidance. Together, we're shaping a new age of retirement living.

28/06/2023

Different payment options presented for the Refundable Accommodation Deposit
#5050

27/06/2023

Role of Power-of-attorney in Aged Care

26/06/2023

Where to get financial support for aged care purposes?

22/06/2023

Quick Bulletin: Urgent Aged Care MPIR Update

Joining you from Manila with key insights on the Aged Care landscape.

🔹 The Aged Care MPIR is increasing from 7.46% to 7.9%.
🔹 This impacts RAD payers, with many potentially benefiting from finalising contracts before the rate increase.
🔹 Supported residents could gain from the higher rate.
🔹 Urgent action is required to make informed decisions.

Join me in the accompanying video as I unpack these changes. Your quick action can make a significant difference! Cheers!