CASE STUDY

How A Holistic Financial Planner Grew With Aged Care Steps

Corinne Gepp ~ Corinne Gepp Financial Planning

Fremantle, Western Australia

Background

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

“I was keeping an eye on people’s experiences, simultaneously seeing their pain points and what they were doing in terms of aged care for their family members and their planning. I largely found out that people were not coping.”

When beginning her journey towards offering high-quality aged care advice, Corinne opted to use existing online calculators as an initial base but wanted to upgrade to a more reliable and customisable tool.

She began her search for trustworthy Australian resources - which led her directly to Aged Care Steps.

Aged Care Steps acted as her springboard for further business growth, offering her business thorough technical support, marketing tools and calculators, as well as software that can instantly model numbers and scenarios enabling her to effectively communicate options to clients, no matter the complexity of the scenario.

I can directly attribute over half of my new business over the last 4 years to having a membership with Aged Care Steps - the additional support and expertise opened the door for me to take on more complex scenarios and be completely confident in the advice I’m giving people.

Supporting advisers with technical and practical backup

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.

Corinne’s commitment from day one has been to help families and individuals navigate their options for aged care, especially when many decisions are happening during emotionally overwhelming situations and times.

Rejecting cookie-cutter options, CGFP works to offer affordable, good-quality, and tailored advice.

“As a member of Aged Care Steps, I’m able to access solid technical feedback whenever I have a query about a statement of advice or any other aspect of a strategy, and learn about any additional features available that I’m missing that could assist my clients.”

Membership with Aged Care Steps offers additional benefits including helping me build a positive reputation and credibility with my clients. These strengthen how my business is viewed by other professional service providers, such as my clients' accountants, and help build a strong referral network for my business.

Partner with Aged Care Steps to grow your business

By partnering with an industry expert, members of Aged Care Steps are able to expand their offerings, strengthen their confidence in a niche of the market, and help Australians of all ages plan for their senior years.

Interested to know more? Contact our team today to discuss how membership can help your financial advice business grow through aged care advice.