You can make a difference this new year and add real value to your clients

The New Year is traditionally a time to take stock and plan ahead. Clients with elderly parents may find that the holiday season presents an opportunity to identify and raise issues with parents about their future well-being.

Many people enter aged care under emergency conditions because of an accident or illness, leaving little time for thoughtful decision-making. Make sure your clients don’t face this situation. Encourage them to address the looming issue of aged care for their parents now.

How you can help

Clients and their families can need a different range of support from their aged care adviser during this period. Here’s how you can help them:

  • Navigate priorities and preferences to arrive at a common view

  • Ensure clients understand how aged care works and the costs

  • Work out the role of the family home and ongoing cashflow

  • You can help identify the steps required to access the right level of care

  • Evaluate the role of the family home in funding the entry fee

  • Achieve strategies to optimise the client’s financial position

  • Review the plan to make sure it reflects the client’s and / or family’s wishes

Key actions for the new year

During the holiday season, there’s a number of key actions that clients can take, whilst everyone’s in the planning frame of mind.

From organising family meetings, to identifying potential aged care homes, through to reviewing wills and enduring powers of attorney, we have a full list of what messages you should be sharing with clients in our Business Toolkit™. We’ve also included handy conversation starters to help you when you next contact your clients on this topic.

Not yet a member? Click here to find out more about the Business Toolkit and how it can help you provide aged care advice.

The value of your advice

Help your clients to use this time of year as an opportunity to identify and raise issues about future well-being needs. Your advice matters. Here’s a few key reasons why:

  • You can provide a central point for accurate and relevant aged care information.

  • You are an independent voice during sensitive family discussions, helping to remove emotion.

  • Your professional advice enables clients to make informed decisions with confidence.

We’ve added further details on the value of your advice on our ‘Aged Care Action Plan’ which is available in the Business Toolkit™. Log in now if you are a member, or call us today on 1300 226 816 if you want to find out how to join.

Previous
Previous

Aged Care Steps announces finalists for 2022 Aged Care Adviser of the Year Awards

Next
Next

Winner of the IFA Training and Education Provider of the Year Award