Appointment Bookings

Aged Care Initial Assessment

If you are starting on your Aged Care Journey, this is a great opportunity to obtain some clarity around the many complexities that you are facing including determining your aged care fees, your objectives, your concerns and challenges, and the next steps along your journey. It also provides us with an opportunity to share with you how we work, our processes and pricing; and services available to help you.

Important information: This discussion is of general nature only. It is NOT Financial Advice. We do not consider your financial needs, circumstances, and objectives during these meetings. If we provide personal advice to you later in our process, it will be set out in a written advice document, called a Statement of Advice. If you decide to take information from our discussion and implement it in your own situation without receiving financial advice, then you do so at your own risk. For further information on our additional policies and our Financial Services Guide, please see our website: www.agedcarefinancialspecialist.com.au.

Please select your type of meeting from the boxes below:

Phone Meeting

Duration: up to 15 mins

Cost: $325

We will ring you on the day of your appointment on your mobile.

Zoom Meeting

Duration: up to 30 mins

Cost: $655

A link will be sent to you via your email address.

In Person Meeting

Duration: up to 60 mins

Cost: $1,095

These meetings are conducted at our Head Office:
InterPrac Financial Planning
Sequoia Financial Group Limited
25 Grenfell Street, Adelaide SA 5000

Cancellation & Rescheduling

We understand that circumstances can change, particularly when navigating aged care. If you need to cancel or reschedule your appointment, please provide at least two business days' notice.

Cancellations with less than two business days' notice may incur a cancellation fee of $50 for a 15-minute Phone Meeting, $100 for a 30-minute Zoom Meeting, or $165 for a 60-minute In-person Meeting. Where sufficient notice is provided, refunds will be made less any non-refundable payment-processing costs incurred by us.

We may waive or reduce a cancellation fee in the event of illness, hospitalisation, an aged-care emergency or other reasonable unforeseen circumstances.
Please refer to our Appointment Cancellation & Rescheduling Policy for full details. 

Schedule Appointment

(Calendar and time slots)