The Aged Care Advice Process

Every aged care case is different and we use a unique approach for every client. There is no single ‘one-size-fits-all’ formula. Our team of aged care financial advisers will consider the different circumstances, resources, options and emotional factors to determine the most suitable solution required to help each client.

Still, there are common steps in the process that remain constant for each client:

Step 1

Step 1

You give us a call.
Step 2

Step 2

Inform us about your needs, requirements, and schedule an appointment.
Step 3

Step 3

Meet up personally for initial consultation.
Step 4

Step 4

We confirm your financial advice needs, disclose the likely fees involved, and submit a quote.
Step 5

Step 5

You agree on our fees and submit necessary documents and information.
Step 6

Step 6

We formulate strategies and develop the financial plan with different options.
Step 7

Step 7

Meet in the second consultation to review and discuss the final plan.
Step 8

Step 8

Agree on the best way forward for future advice needs .

This is a collaborative, transparent process that we always follow in order to provide clear, concise financial advice that delivers results for our clients.