Aged Care Financial Planning

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.

21/10/2024

John Toohey and I discuss the importance of estate planning and the key things people often miss, such as actually documenting their plans through wills, powers of attorney, and health directives at Sherwin Rise Keyton

We emphasise that estate planning is about more than just a will, and that getting organised with all the necessary legal documents is crucial as we get older.

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!

12/10/2024

🚨 Major Changes to Aged Care Costs Are Coming 🚨

Excited to have been featured in the Australian Financial Review discussing the big aged care reforms coming on 1 July 2025! These changes will impact many families.

Key changes:

• Exit fees on RADs could mean aged care facilities keep up to $100,000+ over 5 years.
• A new hotelling supplement will add $4,581 per year for those with assets over $238,000.
• Indexed daily payments create more uncertainty for families managing care costs.

“The new rules make shelter strategies more important than ever.” – Shaun Ganguly, Aged Care Financial Planning

If you or someone you know is considering aged care, now’s the time to act. The old system may be more favourable, and we can help you understand what’s best for your situation.

📲 Contact us today for a consultation: https://hello.acfp.com.au/social

Well-off families will pay more under new rules for funding residential aged care. Here are five key numbers you need to know to navigate the additional expense.

26/09/2024

👵💭 Top Retirement Fears! What worries you the most? 🤔💰🩺

25/09/2024

Discover the amazing benefits of the Seniors Health Card! 🏥💊 Live life, Stay healthy! Your health matters!

23/09/2024

👩‍⚕️✨ Discover the importance of homecare! From assisting with daily tasks to providing medical support, learn how homecare can enhance quality of life. 🏡❤️

13/09/2024

💼📈 Unlocking Superannuation Secrets! Learn about how your super works and what the super death tax means for you and your loved ones. 💡💰

12/09/2024

💭💸 Retirement Reality Check! Here’s what actually happens after you enter your golden years. 🌟👴👵