Case studies.
Finding success with aged care advice.
Partnering with Aged Care Steps has empowered financial advisers to broaden their service offering, build confidence, and deliver advice to clients planning for later life. Read our case studies to learn how advisers across Australia are successfully integrating aged care into their practice - highlighting real outcomes and proven strategies that inspire and inform.
Trusted advice when it matters most: Partnered with Aged Care Steps
Tony Minchin has over 15 years of experience in financial advice, working with Specialist Financial Solutions, he has built his practice on trust, clarity, and delivering client-first strategies.
When it came to aged care advice, his team were utilising My Aged Care website calculators, which often gave incorrect results and lead to client confusion and uncertainty.
Everything changed when Tony was introduced to Aged Care Steps. After attending a face-to-face training session, Tony grasped the opportunity to elevate his aged care offering and see significant improvements in client outcomes.
How a holistic financial planner grew with Aged Care Steps.
With over 10 years of experience as a holistic financial adviser, Corinne Gepp, founder of CGFP, identified a gap in her business offer three years ago and began working with Aged Care Steps to provide more services to her clients.
When working with new and existing clients, she began receiving requests to help people with their aged care planning. With 15% of her local community aged over 65, Corinne identified a strong business case for providing aged care advice.
As many small businesses know, especially in the financial advice industry, doing everything on your own isn’t realistic - having strong technical and practical backup is essential.
Knowing how to value your aged care advice with Aged Care Steps.
Kerrie-Lee Lord has worked in financial advice for over 25 years, partnering with PSK Advisory Services, and has carved out a niche assisting her clients with aged care planning, wealth creation and retirement planning, and more.
Kerrie-Lee has long hoped to broaden her service offering and branch out into charging for aged care advice but wasn’t sure where to start - until she crossed paths with Aged Care Steps.
While providing additional value and services for her clients, Kerrie-Lee wanted to ensure she charged appropriately for the technical knowledge she had developed and for the value she delivered to clients.
Partner with Aged Care Steps to grow your business.
Interested to know more? Contact our team today to discuss how partnering with Aged Care Steps can help your financial advice business grow through aged care advice.