Partner with us for success.
When clients need help, who will they talk to?
Don’t risk losing your clients just because you didn’t have an aged care solution for your business. Whatever business model you choose, you can partner with Aged Care Steps to access the support you need.
Choosing a business model that works for you is crucial.
We provide a number of solutions for providing aged care advice, no matter what model you choose.
We are here to help.
Our services.
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Accreditation
Join over 2000 advisers and become ‘Aged Care Advice’ accredited or enhance your reputation and become an FAAA Aged Care Specialist™.
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Paraplanning
No 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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Learn and upskill
Webinars and masterclasses on all the latest developments with technical knowledge, practical skills and industry changes – and gain CPD hours.
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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 SoA text at your fingertips. Compare and model up to 5 different scenarios with confidence and efficiency.
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Personal advice
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’.
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 has been nominated as a Finalist in the 2024 ifa Excellence Awards in the Financial Impact Team of the Year category. This award recognises a team that has achieved exceptional results for clients through outstanding advice and service excellence.