Partner with us for aged care advice success.
When clients need help, who will they talk to?
Don’t risk losing your clients because you don’t have an aged care advice solution for your business. Whatever business model you choose, you can partner with Aged Care Steps to access the support you need.
Choose the business model that works for you.
There’s no single right way to deliver aged care advice. Some advisers want to build a specialist practice. Others want to keep their existing clients well supported without becoming the expert themselves. Aged Care Steps supports all three paths, and you can move between them as your business grows.
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Outsource advice
Create awareness and outsource.
AIM
Create client awareness, refer to an expert for advice, and stay in control of the relationship.
TRAINING
Aged care aware workshop.
SERVICES
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In-house advice
Proactive awareness, advice delivered in-house.
AIM
Have proactive conversations with your clients and provide advice when they need it.
TRAINING
Accreditation and monthly webinars.
SERVICES
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Aged care expert
Become the expert, atract new clients.
AIM
Build your business by attracting new clients specifically seeking aged care advice.
TRAINING
Accreditation, monthly webinars, FAAA aged Care Specialist™.
SERVICES
Time, investment, and activity levels vary across models, and you can see this visually in this infographic. You can choose one model, progress between models over time, or mix and match to suit your plan.
Ask us for help deciding.
Your path to delivering aged care advice.
However you choose to work with us, the process follows the same four stages.
Get business ready.
Complete your Accreditation and get members to the Business Toolkit™ so you’re ready to have the conversation.
Start the conversation.
Use the Business Toolkit™ marketing materials to raise awareness with existing and prospective clients.
Develop the strategy.
Work through our 9-step advice process using strategy papers and calculators.
Deliver the advice.
Model in the Advice Generator™, or hand off to ACS Paraplanning or Personal Advice support.
Our services
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Accreditation
Join over 2,000 advisers and become ‘Aged Care Advice’ accredited, or enhance your reputation and become an FAAA Aged Care Specialist™.
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Business Toolkit™
Your resource to answer technical questions, plus everything you need to promote and market your aged care advice and educate clients.
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Advice Generator™
Modelling and Statement of Advice text at your fingertips. Compare and model up to five different scenarios with confidence and efficiency.
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Paraplanning
Description goes hereNo time to write an aged care advice document? We can do it for you, with quick turnaround times and ideas to develop the advice strategy.
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Personal advice
Are you slightly terrified of talking to your clients about aged care? We can help you and deliver aged care advice so you can ‘learn by doing’.
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Learn and upskill
We offer webinars and masterclasses on the latest developments, technical knowledge, practical skills and industry changes, plus CPD hours.
Why partner with Aged Care Steps?
Aged care advice has the potential to transform clients’ lives, grow your business revenue and increase job satisfaction. Partner with Aged Care Steps for cutting-edge support to create the business model you want and create a difference for your business.
Aged Care Steps was a Finalist in the 2025 ifa Excellence Awards Business Outcome Leader of the Year category, recognising financial advice firms demonstrating outstanding leadership in achieving positive business outcomes for their practice and the profession.