Client testimonials

Aged Care Steps supports advisers to build and maintain a thriving aged care advice business.

Our training provides the technical competence and confidence to provide aged care advice. Our subscriber services – the Business Toolkit™ and the Advice Generator™ – provide the intellectual property (regularly updated), business tools and know-how to operate a best practice aged care advice business.

But don’t take our word for it. Hear from the advisors themselves, and then read more testimonials below.

  • “The Generator is quick and easy to use and provides invaluable output comparing different scenarios for the end client.”

    Michael Curley

    Morgans Finance

  • “Very comprehensive course, delivered with amazing depth of knowledge … Appreciated the opportunity to learn from the best.”

    Linda Ginever


  • “The Aged Care Steps Accreditation experience has sincerely transformed the way I provide advice.”

    Michael Lehner

    Chat Financial Planning (AMP Financial Planning)

  •  “ The calculator software and strategy paper template is brilliant – annual cost already paid for!

    Malcolm Phillips

    Dragonfly Financial

  • “I have found your approach to aged care advice really balanced and quite enlightening. I am now keener than ever to provide assistance to people in this area of growing need.”

    Brenda Will

    Boutique Advisers

  • “Perhaps the best training workshop I have attended. Demystified a complex area that will be increasingly in demand.”

    Peter Gardner

    Securitor, WA

  • The Business Toolkit is a life-saver. Having access to the calculators to prepare for client meetings is invaluable”.

    Gillian Witham

    5 Financial

  • “Outstanding workshop. 9-step process is invaluable. Information on working aged care advice into our business was great.” 

    Andrew Mills

    Professional Investment Services, QLD

  • “Lara was a great presenter, clearly articulating the sometimes-confusing world of aged care. A must for any adviser wanting to provide aged care advice.”

    Gavin Colosimo

    First Financial

  • “The Toolkit is amazing…and to be able to team up with an organisation that has the same goals and passion to help the client …you can’t find a better relationship.”

    Sarah Hall

    TBA Aged Care Financial Advisers

  • “The two-day workshop was the best thing for me …and then the ongoing ideas and business building.”

    Geoff Whiddon

    Dome Financial Group

  • “It gives peace of mind when you can use the calculators and have confidence that the outcome is accurate.”

    Kate Phillips

    Tend Financial Planning

  • “I subscribed to the Business ToolKit over 12 months ago and have found the resources to be invaluable. There is so much information available, from up to date calculators and facts and figures both aged care and Centrelink, to articles I can use on all my social media platforms. When I am seeing clients, it’s so easy to bring up the calculators and in a few moments begin explaining to family members what the associated fees are. The Business ToolKit has proven to be value for money and has grown my business substantially.”

    Mark Hoy

    Wollemi Wealth Management