Choose the support that’s right for you
Become an Aged Care Steps member to set your business up for aged care advice success. With three membership levels, you can choose the support that’s right for you. To purchase any of our membership packages, please contact us.
ESSENTIALS
$295 +GST
Must-have features for every adviser (Business Toolkit™). Per month per office (one licence).
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ACTIVE¹
$495 +GST
Essentials PLUS ability to generate high-quality advice. Per month for first licence. $295+GST per month each additional licence.
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GENERATOR ONLY¹
$395 +GST
Access to Advice Generator modelling software. Per month per user.
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Build and promote your business | |||
Monthly client article | |||
Monthly client article | |||
Marketing tools | |||
Marketing tools | |||
Tools to source referrals | |||
Tools to source referrals | |||
Monthly social media packs | |||
Monthly social media packs | |||
Client seminar kits | |||
Client seminar kits | |||
Listing on Find an Adviser² | |||
Listing on Find an Adviser² | |||
Speak to clients with confidence | |||
Client conversation resources | |||
Client conversation resources | |||
Education fact sheets | |||
Education fact sheets | |||
Client and advice checklists | |||
Client and advice checklists | |||
Quick calculators | |||
Quick calculators | Limited Range | ||
Flowchart calculators | |||
Flowchart calculators | |||
Give quality advice | |||
Rates charts | |||
Rates charts | |||
Strategy papers | |||
Strategy papers | |||
9-step advice process™ | |||
9-step advice process™ | |||
ACS Advice Generator™ | |||
ACS Advice Generator™ | |||
SOA/strategy paper templates | |||
SOA/strategy paper templates | |||
Paraplanning | |||
Paraplanning | $900+GST per plan | $900+GST per plan | $900+GST per plan |
Help when you need it | |||
Online technical library | |||
Online technical library | |||
Technical FAQs | |||
Technical FAQs | |||
Speak to the team (helpline)³ | |||
Speak to the team (helpline)³ | Only support with technical aspects of software. Other support $250+GST per hour | ||
Build knowledge and earn CPD | |||
Monthly newsletter | |||
Monthly newsletter | |||
News updates | |||
News updates | |||
Invitation to live monthy webinars (with CPD hours)⁴ | |||
Invitation to live monthy webinars (with CPD hours)⁴ | $90+GST per webinar | ||
Masterclasses | |||
Masterclasses | Additional fee | Additional fee | Additional fee |
Organise your practice for success | |||
‘Get business ready’ templates | |||
‘Get business ready’ templates | |||
Pricing tool | |||
Pricing tool | |||
Building your business tips | |||
Building your business tips | |||
One-on-one coaching | |||
One-on-one coaching | $500+GST per hour | $500+GST per hour | $500+GST per hour |
Package notes:
Packages provide access to Aged Care Steps membership services under a licence arrangement. Access to services and use of downloaded materials is only allowed whilst a current subscriber. Use must be discontinued if membership is cancelled.
Only one log-in is issued per licence.
Membership packages have an initial 6-month lock-in period. Thereafter a one-month notification of cancellation is required.
Only the registered user is eligible for any subscriber discounts.
Larger group discount prices may be individually negotiated.
Where applicable, technical help hours must be purchased in advance.
Aged Care Steps reserves the right to accept or refuse applications for membership packages.
Footnotes:
Registered user must be authorised under a personal advice AFSL and listed on the ASIC Financial Adviser Register (on MoneySmart website).
Listed adviser needs to have completed the Aged Care Steps Accredited Aged Care Professional™ workshop.
Helpline support is limited to general advice. Aged Care Steps reserves the right to limit the number of hours and charge additional hourly rates.
Free registration for registered user and up to two other team members working in same office. Additional registrations are $90 +GST. CPD points are only allocated to the registered attendee if they attend at least 80% of the live webinar. Recordings are available to watch anytime in Business Toolkit, but CPD points are NOT allocated for recordings.