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