Aged Care Steps Services
Upskill and become accredited.
Accredited Aged Care Professional™ program.
We have spoken to many advisers who were keen to discuss aged care with their clients but lacked confidence. That’s why we built our Accredited Aged Care Professional™ program, the gold standard in aged care advice training for financial advisers. The program focuses not just on the technical rules but also the practical implementation of aged care advice. Join over 2,000 advisers and enrol today.
Ongoing training.
Webinars and masterclasses to keep you on top of the latest developments with technical knowledge, practical skills and industry developments – and gain CPD across all Code of Ethics categories.
“This is the best course I have been on, it was interesting, never dull. Louise knew her stuff and provided case scenarios from her experience and being so close to the age care area with her involvement, was able to provide insights that we would not normally receive. I would highly recommend this course to anyone who needs to complete this accreditation.”
Troy Bilich, McAllister Wealth Management
Become a member to build your business and create efficiencies.
Business Toolkit™.
Looking for business efficiency? Become an Aged Care Steps member to save time and money, with everything you need to deliver quality aged care advice. The Business Toolkit™ is the core of our membership packages. It is your one-stop-shop for everything aged care advice related. Whether you need to run a quick calculation or promote your services (or anything in between), the Business Toolkit™ will be your first port of call.
Advice Generator™.
Don’t waste time building your own spreadsheets and text templates. Aged Care Steps has done the work for you. With simple data input and templated SOA wording, the Advice Generator™ is fast and flexible. You can model up to five strategies and produce an advice document, with confidence in the accuracy of outcomes.
Access on-demand help to give advice.
Paraplanning.
No time to write an aged care advice document? Or not sure how? We can do it for you – with quick turnaround times and ideas to develop the advice strategy.
Aged Care Personal Advice™.
Sometimes you may not want to give the advice to clients. Perhaps aged care hasn’t yet been part of your business, or you are not authorised to give advice on aged care, but suddenly you have a client who needs help. Or perhaps you want a mentor to help you learn as you go.
This is why we developed Aged Care Personal Advice™ - to work with you so you can outsource aged care advice for your clients to us.
Practice development and compliance policy support.
Supporting AFSLs.
It’s not just advisers who are grappling with aged care advice. It’s an area of growing importance for licensees too. Talk to us about how we can support your practice development activities and compliance policies to help maximise aged care advice opportunities.
Aged Care Steps Adviser Survey
The satisfaction amongst advisers who use our services is incredibly high, some of the key outcomes of our latest advisor survey are below:
-
Advice Generator™
96% of surveyed advisers agreed that Advice Generator™ is highly effective in delivering technical advice in a timely and efficient manner.
-
10-Step Framework
95% of surveyed advisers agreed that our 10-Step Framework is highly effective in establishing them as aged care specialists.
-
Business Toolkit™
98% of surveyed advisers agreed that our Business Toolkit™ is extremely important in delivering value-add aged care advice.
-
Accredited Aged Care Professional™ Program
86% of surveyed advisers agreed that our Accredited Aged Care Professional™ Program provides credibility and validation as an aged care expert.