Partner with us for aged care advice success.
When clients need help, who will they talk to?
Don’t risk losing your clients, or miss opportunities to add greater value, just because you don’t have an aged care advice solution for your business. Whatever your business model, you can partner with Aged Care Steps to access the tools and 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
Your aim:
Create client awareness and refer to an expert to give the advice - you stay in control of the client relationship.
How we help:
Tools to support client education and connection to an expert to provide advice for you.
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In-house advice
Your aim:
Have proactive conversations with your clients and deliver the advice in-house (with the right support - paraplanning or efficient software) .
How we help:
Tools to create efficiency and ensure accuracy of advice.
Upskill with accreditation and monthly webinars.
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Aged care expert
Your aim:
Become the expert and build your business by attracting new clients who need aged care advice.
How we help:
We make you the expert with everything you need to be efficient.
Upskill with accreditation and monthly webinars.
Become an FAAA Aged Care Specialist.
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 pathway follows four steps.
Get business ready.
Complete your Accreditation and become of member of the Business Toolkit™ so you’re ready to have the conversation.
Start the conversation.
Use the Business Toolkit™ marketing materials and client brochures to raise awareness with existing and prospective clients.
Develop strategies.
Our 9-step advice process makes creating client solutions easy. Use the quick calculators and adviser strategy papers in the Business Toolkit™ .
Deliver the advice.
Use modelling and templates in the Advice Generator™ to create efficient advice documents, or hand off to ACS Paraplanning or Personal Advice.
Our services
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Accreditation
Join over 2,900 advisers and become ‘Aged Care Advice’ accredited. Then enhance your reputation and become an FAAA Aged Care Specialist™.
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Business Toolkit™
Your key to ACS membership for support to answer technical questions, plus everything you need for quick calculations, to promote 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
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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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 workshops on the latest developments, technical knowledge, practical skills and industry changes - all with FAAA 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 make 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.