Expertise at your fingertips.
Your one-stop shop for everything aged care advice related - the Business Toolkit™.
The first step to successfully incorporating aged care advice into your business is to let your clients know you are ready to help. The Aged Care Steps Business Toolkit™ makes it easy to promote your business and is the core of our membership packages.
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.
Key benefits for you.
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Speak to clients with confidence.
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Promote your business for growth.
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Be ready to do business.
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Be on top of the facts.
Speak to clients with confidence.
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Conversation tools
Ideas to help identify what questions to ask, what triggers advice and how to overcome objections. It’s all here!
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Education materials
A range of brochures and fact sheets to help clients understand issues around aged care.
Download with your logo and contact details already inserted.
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Strategy papers and checklists
Make sure you dot every i and cross every t with our nifty checklists. And keep up with the latest advice opportunities.
Take a tour of the Business Toolkit™
Watch our short video which explains some of the key features of the Business Toolkit™.
Promote your business for growth.
We produce materials for you to use to make your office aged care visible, or support your marketing activity. You don’t have to spend the time writing articles or producing materials … we have already done it for you.
Monthly client articles
Monthly social media packs
Client seminar/webinar kits
Posters
Videos, infographics and website materials
Materials cover a range of aged care related topics to educate clients or get them thinking. Use on your website or social media pages, include in blogs or your newsletter or turn into information sheets for clients. We provide the tools so you look professional, with very little time and effort.
Be ready to do business.
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Advice process templates
Ready to use templates for every step of the advice process including client engagement and confirmation of meeting expectations.
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Pricing your advice
Whether you are starting out or revising your pricing, the Pricing Tool makes light work of setting your advice packages at the right price.
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Build referral partnerships
Tools to help you nurture, grow and support your referral relationships with lawyers, accountants and aged care industry connections.
Be on top of the facts.
When a client has a question, you need an answer – fast! Make sure you always have the right answers.
Technical library
Facts and figures - updated quarterly
Helpline support via phone or email
Quick calculators
Our range of calculators are one of our most popular and valued resources, enabling you to do quick calculations on daily fees, home care, Centrelink, DAP from RAD, estate planning strategies, and low-means.
Flowchart calculators enable you to simply solve how the home is assessed and protected person implications.
“The Business Toolkit™ has proven to be value for money and has grown my business substantially.
I subscribed to the Business Toolkit™ over 12 months ago and have found the resources to be invaluable. There is so much information available, from up to date calculators and facts and figures, to articles I can use on all my social media platforms. When I am seeing clients, it's so easy to bring up the calculators and in a few moments begin explaining to family members what the associated fees are."
Mark Hoy, Wollemi Wealth Management
Aged Care Steps is a Finalist in the IFA Excellence Awards 2022 - Marketing Program of the Year. Our second year in a row. Inclusion in this category is primarily based on the support we provide to advisers within the Business Toolkit™.