Aged Care Financial Advice in Melbourne

Our specialist advisers provide reasonable financial advice to seniors, pensioners and other retirees in Melbourne or anywhere in Victoria.  From ascertaining current financial status to meticulously planning strategies for retirement, we provide compassionate yet measured consultation to support your journey towards aged care.

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Financial solutions

Transitioning to aged care can be a financial minefield. With specialist financial adviser our co-founder and Director of Aged Care Specialists Victoria, Claudia,by your side, you will be in a position to make an informed decision.

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Help with every detail

From clearing out the house to dealing with Centrelink, it’s our aim to make your transition seamless So whatever your needs, we’re here to help with aged care financial planning strategies and eventual documentation for your parents so you both have peace of mind.

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Do you need expert aged care financial advice? You’re just a call away to connect with Claudia Rigoni (Adv Dip FS (Fin. Planning), B App Sci) 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.

Whether you’ve entered or edging towards retirement, our Financial advisers provide sound aged care financial services to secure your future. The first step is your complimentary, no-obligation consultation.
We’ll chat with you one-on-one about where you’re at,
what you need, and how we can help.

Book your complimentary telephone consultation now

Why work with us

aged care financial planning

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.

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We are specialised in Aged care

While there are many financial advisers in Melbourne, Aged Care Advice is a complex area, and we have undertaken specialist studies in Aged Care.

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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 Victoria and surrounding areas, you’re just at the right place to get answers to all your questions.

Claudia Rigoni – Brazzale

Adv Dip FS (Fin. Planning), B App Sci

claudia-square

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

We are Proud To Assist Our Community With Aged Care Financial Services

You listened to our needs and specifically catered to these. Thank you. We are very satisfied.
Penny and Talei Gillard
Thank you for your work in helping me to understand the Aged Care fee system… I am appreciative of the generosity shown by you all.
Roberta Munroe
It was such a pleasure to meet you today to discuss the best way to plan the financial aspects relating to the aged care for my uncle.

This has been a very distressing time for Mum & I, not only are we dealing with the emotional trauma of his declining health but also trying to navigate the minefield of our aged care system and the confusion of costs, (both upfront & ongoing).

You were a breath of fresh air to us today.

Thank you for explaining the financial implications of the different Aged Care facilities we were considering & confirming we would be able to afford our first choice for his new residence.

You are extremely knowledgeable in your field and we very much appreciate you laying out for us the different investment options relating to managing the finances to provide for him well into the future.

We feel particularly confident in having you plan for us as you have no affiliations with aged care facilities or financial institutions.

We genuinely look forward to meeting with you again and making further plans for our family finances.

Angie OBrien
Hi Claudia.

Just a quick note to thank you very much for your assistance this week. You have cleared the muddy waters for us!

Kind regards

John and Robyn