Schedule free aged care financial advice introductory call

Clear, fixed-fee advice to help your family decide what to do next for Mum or Dad.

  • Understand aged care fees + Centrelink/DVA impacts
  • Compare options (keep/rent/sell home, RAD vs DAP, etc.)
  • Know your next steps and likely costs

1300 550 940

Call Us Monday to Friday 8.30am to 5.30pm AEST

What we cover in the call:

  • Your family member's situation + urgency (hospital discharge, respite, permanent care)
  • What fees matter in your case
  • Funding options (RAD/DAP mix, home decisions)
  • What our fixed-fee packages include + cost
  • Next step if you choose to proceed

Schedule an Appointment Below

All meetings are conducted via phone or video (no in-person meetings currently).

You are never locked into the full process by booking a call. Many families only proceed as far as they need to.

Australia-Wide-Virtual-Meeting ACFA.

Frequently Asked Questions

Yes. The introductory call is a no-obligation conversation to understand your situation and urgency, and to confirm whether we can add value. No advice is provided and there is no cost. You’ll only be invited to proceed further if it makes sense for you.

Yes. We provide aged care financial advice to families across Australia via phone and video meetings. Our process is designed to work efficiently regardless of location, including coordinating with family members in different states.

Nothing formal is required for the introductory call. If you proceed further, we’ll guide you on what information is helpful, such as assets, income, and care details. Most families already have enough information to get started.

In urgent situations, we can often prioritise cases involving hospital discharge or imminent aged care entry. Timeframes depend on complexity, but we focus on providing clarity as quickly as possible so decisions aren’t delayed unnecessarily.

We offer clear, fixed-fee advice based on the complexity of your situation. Costs are discussed upfront, and you’ll know the fee before any work begins. There are no commissions or product-driven incentives.

Elderly couple talking with an aged care specialist

How our aged care advice process works

We provide aged care financial advice through a simple, step-by-step meeting process.
Each meeting builds on the last, and you’re only invited to book the next step when you’re ready.

1. Introductory Call (Free)

A short, no-obligation call to understand your situation and urgency.

  • Confirm whether aged care advice is appropriate for your family

  • Explain how we help and what our fixed fees look like

  • Answer any immediate questions

  • No advice, no pressure, no cost

2. Fact Find Meeting

A deeper conversation so we can provide personalised advice. Fees apply after the Introductory Call.

  • Understand your parent’s financial position, care needs, and family priorities

  • Identify time pressures (hospital discharge, respite, permanent care)

  • Confirm scope and agree on the next step before proceeding

3. Advice Presentation

This is where you get clear answers and options.

  • Walk through multiple aged care strategies and outcomes

  • Explain fees, Centrelink/DVA impacts, and cashflow in plain English

  • Compare options so you can make informed decisions with confidence

(Where required, this may include a formal Statement of Advice.)