Financial Planning for Families Touched by Disability
Expert guidance to protect your loved one's financial future while maximising government benefits - so you can focus on what matters most
Only AusDisability Approved Partners
You're In Good Hands
Rest assured, every Financial Advisor we connect you with has passed our rigorous screening and review process, guaranteeing top-tier, reliable advice you can trust.
Satisfaction Guaranteed
We don't stop until we've connected you with the right financial advisor who understands your family's unique needs and goals.
Advisor Screening Process
Every financial advisor in our network undergoes rigorous vetting to ensure they specialise in disability trusts, benefits protection, and long-term care planning.
Qualified Partners
We only partner with licensed financial advisors who have proven experience helping families secure and protect the financial future of loved ones with disability.
TESTIMONIALS
What others are saying about us
"For years I worried about what would happen to my daughter Sarah after I'm gone. I knew the NSW Trustee wasn't the only option, but finding a financial advisor who actually understood special needs planning felt impossible. This service connected us with an advisor who specializes in disability trusts and benefits protection. Now I finally have peace of mind about her future."
- Margaret W.
Mother of Adult daughter with disability
"When my wife passed, I realized I needed help planning for our son's future but didn't know where to start. Through this service, we found an advisor who helped us understand our options beyond basic estate planning. They found solutions I never knew existed, and now I'm confident Tom's care and financial security are protected."
- Robert K.
Father of Son with disability
"As I get older, I needed to ensure my grandson's financial future wouldn't be controlled by the state trustee. The advisor we were matched with through this service helped us set up a Special Disability Trust and showed us ways to protect his benefits while building his financial security. The peace of mind is priceless."
- Patricia M.,
Grandmother and carer
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