Client testimonials

  • Having worked in software for 9 years I have to say 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


  • “I wanted to thank you for your session on Aged Care on Monday. I was preparing myself for a long day but found that the subject matter and the skill and insight with which you presented it saw the hours flying by. It has made me realise what a massive area this is and I am really keen to be doing more work in this area. I have found that whenever I have done work for clients in the past I ended up giving the information away with no resultant asset to manage. The key take-out for me from your session is that this is a pure fee for service play and that we need to position it as such from the outset.”


    Mooney Ponds, Victoria

  • “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 was engaging, provided very valuable content and well presented.  It has  helped me bridge a gap between knowledge and experience, therefore providing  me the confidence to start offering aged care services as valued advice without the consequence of a product vehicle.  I have since advised  my professional network of referrers that I provide aged care services and 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 & 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