About Us

The Retirement Village Financial Advice That You Deserve

Our financial planning services are tailored to your financial needs. Our mission is to give you peace of mind about your financial future.

As you transition into another important phase of your life, it’s important to feel confident that your financial affairs are organised and optimised for best effect. When you choose to work with us, you can expect a personalised service from expert financial advisors who know the intricacies of Retirement Village planning.

Our entire advice process focuses on Australian seniors. Based on our experience, there are three key aspects of Retirement Village financial advice:

Funding aged care accommodation Minimising the costs of Retirement Village accommodation Keeping or maximising aged pension entitlements RVFA has been working with Australian seniors and their families so we can cut the financial stress that often comes with this significant, highly complex milestone.

The Retirement Village Plan That You Deserve

Retirement Village Financial Advice (RVFA) is a financial planning firm based in Melbourne, Australia that specializes in helping seniors to transition comfortably into Retirement Village.

Our team of expert Retirement Village financial advisers will help you and your family to protect your assets and develop financial strategies so you can cope with your changing lifestyle.

We offer fast, cost-effective advice that makes a significant difference in the lives of Australian seniors.

Retirement can be challenging for both the person and his or her loved ones.

The finances are complex and has huge implications for:

  • Retirement Village accommodation
  • Pensions
  • Wealth transfer
  • Selling the family home
  • Investment income
  • Income tax, capital gains tax, and land tax

Retirement and entry into Retirement Village has its own complexities. Asking advice from a financial planner or an accountant may not be ideal because of their limited understanding of Retirement Village concerns.

At RVFA, all our financial planners are Certified Financial Planners (CFP) and Accredited Aged Care Professionals (AACP) which is the highest designation available and demonstrates expertise in Retirement Village planning. We are specialized in Retirement Village because we believe this important phase of life requires a full attention and hands-on experience.

  • 1300 007 832

RVFA has been working with Australian seniors and their families so we can cut the financial stress that comes with this important yet highly complex life phase.

Our Free Guide

“Your Free Guide to Retirement Villlage Financial Advice” is a FREE Download that explains how the retirement village system works & covers:

  • Types of accommodation
  • Breaking down the costs - Ingoing, Ongoing, and Outgoing
  • Retirement Village fees and charges
  • Implications for the pension
  • Retirement Village Community Checklist
GET THE GUIDE

SHAUN GANGULY IS AN AUTHORISED REPRESENTATIVE OF PRIME YEARS PTY LTD AFSL 559807. SHAUN GANGULY IS EMPLOYED BY JOURNEY WEALTH PTY LTD ABN 42 634 913 616 WHICH IS PROVIDING ADVICE AND OTHER FINANCIAL SERVICES AS A CORPORATE AUTHORISED REPRESENTATIVE OF PRIME YEARS PTY LTD.