Care and accommodation
- Facility name if known
- Room price or accommodation agreement
- Whether care is respite or permanent
- Any decision deadline
Contact Aged Care Financial Advisers
Speak with a specialist aged care financial adviser
Need help deciding how to fund aged care, what to do with the family home, or whether to pay RAD, DAP or a combination?
Start with a free introductory call so we can understand your situation and explain whether personalised aged care financial advice is appropriate.
Australia-wide by phone or Google Meet. Fixed fees explained upfront.
Free introductory call
Fixed fees upfront
Australia-wide advice
Specialist aged care focus
Book your aged care call
Choose a time that suits your family
The first call is designed to understand where you are in the aged care process and whether personalised financial advice is appropriate.
- Explain the situation and current deadlines
- Ask what information may be needed
- Understand whether fixed-fee advice is suitable
- No obligation to proceed after the call
Book your free introductory call
Use the calendar below to select a time.
Before the call
Helpful information to have ready
You do not need everything prepared before booking. These details simply help us understand the situation faster.
Financial position
- Approximate bank savings
- Home ownership position
- Superannuation, pension or investments
- Current Age Pension or DVA payments
Family decision-makers
- Attorney or guardian details
- Whether siblings need to be involved
- Whether a spouse remains at home
- Main concerns or disagreements
What happens on the call
A simple first step before committing to advice
The free introductory call is not a sales pitch. It is a short conversation to understand whether we can help and what the next step should be.
If advice is appropriate, we explain the likely scope, the fixed fee and the information needed to start. If your situation does not need personalised advice, we will tell you that too.
We usually cover:
- Where you are in the aged care process
Hospital, respite, permanent care, facility search or accommodation agreement stage. - The main financial decisions
RAD/DAP, selling or renting the home, cashflow, Centrelink/DVA and family concerns. - Whether advice is appropriate
We explain whether fixed-fee aged care advice may help and what it would involve.
Frequently asked questions
Contact and booking FAQs
Is the introductory call free?
Yes. The introductory call is free and obligation-free. It helps us understand your situation and explain whether personalised aged care financial advice is appropriate.
Can family members join the call?
Yes. Family members, attorneys and siblings can usually attend together by phone or Google Meet, especially when decisions need to be made jointly.
Do you provide advice Australia-wide?
Yes. We provide aged care financial advice Australia-wide by phone and Google Meet.
What if we are not ready to proceed?
That is fine. The first call is to understand the situation and explain the next step. There is no obligation to proceed with paid advice.
How much does advice cost?
Our fees are fixed and explained upfront before you proceed. The right package depends on the complexity of the aged care situation and whether financial product advice is required.
Ready to talk through your family’s aged care options?
Book a free introductory call or phone us to understand whether aged care financial advice is appropriate for your situation.
General information warning: This page provides general information only and does not take into account your objectives, financial situation or needs. Aged care rules, fees and advice requirements can change. You should seek personalised advice before making financial decisions.