---
title: "Your initial meeting: what to expect"
description: How your initial meeting works, from the 15-minute call to the engagement letter, and what happens in the meeting itself.
---

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# Your initial meeting: what to expect

## How your initial meeting works, from the 15-minute call to the engagement letter, and what happens in the meeting itself.

Your initial meeting is about an hour with your adviser, by Zoom or at our office. It's where we get to know you, look at your situation together and work out how we can help. Nothing is signed in the meeting, and you'll come away knowing exactly what we'd take off your plate.

### Four kinds of initial meeting

- **The Retirement Health Check,** for planning your retirement.
- **The aged care initial meeting,** when you or a parent needs care.
- **The retirement village initial meeting,** when you're considering a village.
- **The Family Money Review,** for the family, usually after a parent has passed away.

The first three are $495 each. The Family Money Review comes at the end of our work with a family rather than the start, and there's no charge for it. See [The Family Money Review](https://portal.primeyears.com.au/help/the-family-money-review?hsLang=en-au).

### Before the meeting

It all starts with a 15-minute phone chat with our client coordinator about why you're seeking advice. Once your meeting is booked, a confirmation arrives with your Zoom link or our office address, Level 1, 430 Little Collins Street, Melbourne, and a link to our "Before we meet" questionnaire. Please fill it in: your adviser reads it beforehand, so they come to the meeting prepared and the hour goes on you, not on forms. Anything you'd like us to see, such as statements or a letter, send through [our secure upload page](https://form.jotform.com/243156689196067). See [Before your initial meeting: the questionnaire](https://portal.primeyears.com.au/help/before-your-initial-meeting-the-questionnaire?hsLang=en-au) and [Joining your meeting by Zoom](https://portal.primeyears.com.au/help/joining-your-meeting-by-zoom?hsLang=en-au).

### In the meeting

Your adviser runs it. Bring your partner, and anyone who helps you with decisions. Your adviser goes through what you've told us, what matters most to you and what they see in your situation. Before you finish, they say which way of working fits you and explain the fees. See [Two ways to work with us: ongoing service and the Concierge](https://portal.primeyears.com.au/help/two-ways-to-work-with-us-ongoing-service-and-the-concierge?hsLang=en-au).

We record the meeting, so our notes are accurate.

### After the meeting

We email you the recording and the presentation, so you can go over it again or share it with family. Your engagement letter comes by DocuSign, with an invoice. Take the time you need, and text us with any questions. Your engagement starts when we receive your payment, not when you sign, and from that day we do the running around. See [What happens after you pay](https://portal.primeyears.com.au/help/what-happens-after-you-pay?hsLang=en-au).

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

- [Getting started](https://portal.primeyears.com.au/help/getting-started?hsLang=en-au)
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- [Meetings, signing and authorities](https://portal.primeyears.com.au/help/meetings-signing-and-authorities?hsLang=en-au)
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- [Aged care, villages and the family home](https://portal.primeyears.com.au/help/aged-care-villages-and-the-family-home?hsLang=en-au)
- [Payments and your engagement](https://portal.primeyears.com.au/help/payments-and-your-engagement?hsLang=en-au)

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