Client testimonials

Sarah Hall, TBA Aged Care Financial Advisers, Kate Phillips, Tend Financial Planning and Geoff Whiddon, Dome Financial Group, talk about how Aged Care Steps has helped their business to thrive.

  • “I’d definitely recommend it. Current software solutions don’t cater for aged care as well as they should, if at all. The Generator is quick and easy to use and provides invaluable output comparing different scenarios for the end client, ensuring that they are provided with meaningful output so that advisers can make the right decisions with their clients.”

    Michael Curley

    Morgans Finance

  • “Very comprehensive course, delivered with amazing depth of knowledge and ability to break it down into easy to follow steps.  Appreciated the opportunity to learn from the best.”

    Linda Ginever


  • “Worthwhile and value for money. Greatly improved my knowledge of the topic. Increased confidence.”

    Bryen Guy

    Carrington Financial Services, VIC

  • “Very high quality workshop/course. I recommend it to anyone wishing to advise in this area.”

    Edmund Kralikas


  • “The Aged Care Steps Accreditation experience has sincerely transformed the way I provide advice …It has helped me bridge a gap between knowledge and experience, giving me the confidence to start offering aged care services as valued advice … I have since advised my professional network of referrers that I provide aged care services and am accredited as a Professional with Aged Care Steps,  to which end many have requested that I meet with their clients. I genuinely  recommend this accreditation through Aged Care Steps to all who are interested in expanding into the aged care environment.”

    Michael Lehner

    Chat Financial Planning (AMP Financial Planning)

  •  “Excellent practical course with good content. The calculator software and strategy paper template is brilliant! Annual cost already paid for.”

    Malcolm Phillips

    Dragonfly Financial

  • “Excellent two days and very valuable for my business.”

    Glenn Setches

    LSH Accounting, Vic

  • Excellent session. Exceeded my expectations.

    Andrea Paynter


  • “I have found your approach to aged care advice really balanced and quite enlightening. So many of the tech sessions I’ve attended on this topic focus more on fee calculations and how to reduce fees for the client whereas my experience to date has shown that this is only one part of a much bigger picture. After your workshop I am now keener than ever to provide assistance to people in this area of growing need.  So thank-you for that!”

    Brenda Will

    Boutique Advisers

  • “Perhaps the best training workshop I have attended. Demystified a complex area that will be increasingly in demand. Still require plenty of practice to apply the theory learned.”

    Peter Gardner

    Securitor, WA

  • “These sessions are always worthwhile attending, good to keep abreast of things and gave more tips and hints about this area. Exceeded my expectations.”

    Rosanna Rossi

    Matrix Planning Solutions, NSW

  • “Great workshop which has given me the confidence to provide aged care advice as an additional service to clients.”

    Richie Sorensen

    Crowe Horwath

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

    Gillian Witham

    5 Financial

  • “I have used the Aged Care Steps paraplanning service for the first time and deem it prudent to comment on their efficient service. The turnaround time exceeded my expectations and the quality and accuracy of the resulting document was excellent.”

    John R H Doonan

    Accord Financial Planners (Hillross)

  • “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