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Wayly
For financial advisors

Make aged-care planning a profit centre, not a black hole.

Your existing clients are facing the biggest aged-care reform in decades. Either you are the trusted source they call, or someone else is.

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A real example

"We were spending three hours per client meeting building the aged-care position by hand. Wayly's review pack cuts that to twenty minutes, and the lifetime-cap forecasts have made a planning conversation possible that didn't exist before."

, Director, Geelong-based wealth firm (anonymised pending case study consent)
What you get

Everything you need for the aged-care chapter of a financial plan.

Client roster

All your aged-care clients on one screen, classification, quarterly burn, lifetime-cap progress.

Lifetime-cap forecasting

Project when each client hits the cap under different care-need scenarios.

Review-pack export

One-click PDF for client meetings, full position summary, year's spend, recommendations.

White-label (Pro)

Your firm's logo, your domain. Multi-advisor team accounts. API access.

What you'll see

The two screens you'll spend most of your day on.

Pricing for advisors

Two tiers. Built for practices.

Advisor
$299/mo
Up to 20 clients

Lifetime-cap tracker, forecasting, review-pack export, email + priority support.

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Most popular
$3500/mo
Unlimited clients

White-label, custom domain, multi-advisor team, dedicated CS manager, API access.

Book a demo

A 30-minute demo will show you everything.

Book a demo