Contact Aged Care Financial Advisers

1300 550 940

Call Us Monday to Friday 9am to 9pm AEST

Schedule an Appointment Below

We have four meeting options and they should be booked in order starting with a Discovery Call.

We will invite you to schedule the next meeting when ready.

Discovery call – this is to find out about our service off and for us to ensure your situation is relevant and we can add value – no cost.
Fact Find Meeting – Deep dive into your concerns, and personal situation so we can provide personal financial advice, we obtain your agreement to proceed to the next step.
Advice Presentation – This is the meeting you get answers to your financial questions we run through multiple options and outcomes. You are given a Statement of Advice.
After The Move – After everything is complete and settled, we can check fees and pensions are at what we expected and assist with next steps

Any meeting locations outside of our Toowoomba office, phone or online will need to be scheduled by us. Call 1300 550 940.

We have a Toowoomba office at 300 Ruthven Street Toowoomba.

There are two 2 hour free parking spots out front on Ruthven street southbound which may be available.

Wheelchair access is possible via front entry on Ruthven street. The rear entrance is on Ann Street and has two steps. Ann Street usually has ample council metered parking, as does Chalk drive. Unfortunately being in the city all street parking is paid and requires coins at this stage, hopefully updated soon. The office does have four parking spaces in the rear however as it is a shared building they may not be available and do involve parking someone in for the duration of the meeting, and may require a quick intermission to let someone else leave. If you work in Toowoomba City, this is as good as it usually gets.

If you have any trouble finding the office, call us and we will come out and find you!

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Click on the eBooks below.