Aged Care Steps is a leader in the provision of aged care support to advice professionals, including financial advisers, accountants and lawyers.
We specialise in the application of aged care rules, but also understand what’s important to clients and the challenges faced by care providers and government. We use our expertise to help advisers create effective advice solutions so clients can make informed choices about aged care options and funding mechanisms.
Our support and services help advice professionals to:
Be aged care business ready
Market aged care advice services
Prepare aged care advice solutions and documents
Learn and develop aged care expertise
Aged Care advice is becoming a core component of financial advice due to our ageing population. Providing aged care advice has helped many advisers boost business activity and profits and create better client relationships. But what are the keys to this success?
Paulette Trevena talks to Assyat David from Aged Care Steps about the success factors in making money from aged care advice.
25 Apr 2021
ACS Podcast - Getting Started
While older clients need advice about preparing for care needs, younger clients need advice to help their parents with accessing care and funding. This is an opportunity for advisers to consider how to structure effective service propositions to provide this advice to clients.
Paulette Trevena speaks with Louise Biti about how to be business ready to provide advice to clients when the need arises.
18 Apr 2021
ACS Podcast - The Royal Commission into Aged Care
In this episode we explore The Royal Commission into Aged Care Quality and Safety.
Is it a broken system and what does this report mean for financial planners, and their customers? Aged Care Steps Director Louise Biti discusses the implications of the Aged Care Royal Commission for financial planners. Hosted by Paulette Trevena.
28 Feb 2021
ACS Podcast - Why Aged Care And Choosing A Business Model
In this episode, Paulette Trevena speaks with Louise Biti from Aged Care Steps about why financial planners should consider moving into the aged care space. Louise shares some advice and success stories from planners who have made this move and discusses the approaches and options around choosing a business model.
21 Feb 2021
ACS Podcast - Planning for the Third Phase of Retirement
Podcast - Planning for the third phase of retirement
Paulette Trevena speaks with Assyat David from Aged Care Steps, the author of their white paper: Planning for the third phase of retirement. This white paper challenges thinking around financial advice, particularly in relation to retirement planning. This issue is increasingly relevant both in Australia and around the world as we collectively face the issues associated with an ageing population.
A new approach to retirement planning is called for which equips advisers to address current issues arising from increasing longevity and frailty in our ageing population, in combination with an evolving and challenging regulatory environment.
All content copyright Aged Care Steps 2021.
21 Feb 2021
ACS Podcast - FASEA Requirements for Aged Care Standards
Podcast - FASEA requirements and aged care advice
Aged care advice has been moving to a core component of financial advice due to an ageing population. The FASEA standards reinforce the need for advisers to have an effective advice solution to meet imminent and future aged care needs to comply with the Code.
In this podcast, Paulette Trevena and Assyat David discuss the White Paper from Aged Care Steps which provides practical insights to guide advisers and licensees on steps to take to be well positioned to meet the FASEA obligations, to protect their business from disruptions, and to be positioned for growth.
All content copyright Aged Care Steps 2021.
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