Who we are, and why you'll see three names

Prime Years is a financial planning practice for the later years: retirement, aged care and moving into a retirement village. You might know us by one of three names:

• Prime Years Retirement Planning, for planning your retirement and looking after it for good
• Aged Care Financial Planning, for families arranging aged care
• Retirement Village Financial Advice, for people moving into a village

They're all Prime Years, with a name for each kind of help so people can find the right door. Whichever name brought you to us, it's the same team, the same adviser and the same number. If your needs change, say a retirement plan that later needs aged care, nothing changes on your side.

Independent, and clear on cost

We're independently owned and licensed. We're not owned by a bank or a fund, and we take no commissions. Before we start, we tell you what we'll do and what it will cost, start to finish, in writing.

In Melbourne, and Australia-wide

Our office is in Melbourne, at Level 1, 430 Little Collins Street, and we work with families right across Australia. Most of our work happens by Zoom, phone, text and email, so where you live rarely makes a difference.

What you're really getting

Less to worry about. One team that knows your situation and handles every part of it: your advice, Centrelink, the aged care home or village, the RAD and the paperwork in between. We keep you posted as we go. Think of us as your personal concierge for the money side of later life: when something comes up, you hand it to us.

Questions? Text us on 0489 274 766 or email admin@primeyears.com.au.