Sydney Aged Care Financial Advisers (SACFA) is a leading financial advisory firm specialising in aged care financial planning in the Sydney area. With a team of experienced and caring finance professionals, SACFA aims to provide fast, cost-effective advice that truly makes a difference in people’s lives. The firm’s core focus is on helping clients navigate the complex financial landscape of residential aged care, ensuring that they are fully informed and empowered to make the best decisions for their loved ones.
Founded by Phil, a seasoned adviser with over 20 years of experience in banking and financial planning, SACFA is dedicated to addressing the unique financial challenges that come with entering aged care. The firm’s approach revolves around three key elements: efficiently funding accommodation bonds, maximizing aged pension entitlements, and minimizing fees payable to aged care facilities. By offering personalized and transparent advice, SACFA strives to alleviate the financial stress associated with this significant family decision.
At SACFA, the philosophy is centered on listening to each client’s individual situation, providing a range of financial options for informed decision-making, and ensuring transparency in all aspects of the advisory process. With a commitment to delivering value through tailored advice and clear pathways for the future, SACFA stands out as a trusted partner for families navigating the complexities of aged care financial planning in Australia.