Case studies.
Finding success with aged care advice.
By partnering with us, advisers can expand their offerings, strengthen their confidence, correctly value their advice, and help Australians of all ages plan for their senior years.
Our aged care advice case studies offer financial advisers a great opportunity to learn how their peers have found success with Aged Care Steps and aged care advice.
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.
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.
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.