Aged care advice solution for your business

Are your clients asking questions about aged care (either for themselves or parents) that you don't know the answer to or you are not licensed to answer?

"Should I sell my/mum’s/dad’s house?"

"What does aged care cost?"

"Which aged care option is best for me?"

With Aged Care Steps, you'll be able to provide clients with a solution that ensures they get the expert aged care advice they need. Tapping into our expertise allows you to meet your client's needs and not risk losing their business to another adviser.

An outsourced solution for expert aged care advice

OUTSOURCED SOLUTION

Our personal advice business (Aged Care Personal Advice™) is an outsourced solution that takes the pressure off you.

SPECIALISED SUPPORT

We give the advice to your clients under our personal advice AFSL. Your clients are still your clients; we're just the specialised support needed to help them make informed aged care decisions.

TAILORED ADVICE

We provide only the aged care advice to your clients, tailored for their individual circumstances or their parents or other family members on whose behalf they may be inquiring.

“Given Aged Care advice is a very specialised and complicated area, we have no hesitation in referring our clients to Aged Care Personal Advice™ – who we believe are the industry experts. We are absolutely confident that all clients are engaged in a professional manner, and provided with expert advice, which is in their best interests.

 The end result is that our clients are fully supported during what is sometimes a very emotional experience, and our business is also viewed very favourably as a result. I would highly recommend any advice business to work with Aged Care Personal Advice™.”

George Haramis - CEO & Co-Founder, Fiduciary Financial Services Pty Ltd

  • Icon graphic for experts on hand

    Experts on hand for advice outside your advice scope

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    Your clients remain your clients

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    An outsourced solution to help your clients make informed aged care decisions

How does it work?

If you identify clients with aged care needs that you don't feel confident in answering, we offer a solution. Ask the client if they would like a discussion with a specialist aged care adviser – and refer the client to us.

Through our service we offer:

  • A simple referral process and a standard of service that ensures a positive client experience

  • The initial client conversation to determine how we can help is free

  • A flat fee for strategic advice will be offered to the client

  • We provide clients with strategic advice that is largely product agnostic

  • Advice is provided by Aged Care Personal Advice™ under the Aged Care Steps AFSL

You can choose your level of involvement – join in the client meeting or simply pass them onto us. This complements your existing services to clients. Your client remains your client, and our advice is limited to strategic advice on aged care issues.

FAQ

  • Aged Care Personal Advice™ (ACPA) is a registered business name, through which Aged Care Steps is able to support financial advisers, accountants and lawyers to give personal advice to clients on aged care matters.

    When you can’t give the personal advice, we can. Aged Care Steps holds a personal advice AFSL, and ACPA is authorised under this licence. All advisers, are employed by Aged Care Steps and highly experienced in aged care advice.

    ACPA is one just one component of the Aged Care Steps’ service offer to advice professionals – we can connect you to a local expert; we can do it for you through ACPA; we can do it with you through paraplanning; or we can enable you to do it with our membership subscriptions.

  • When you have a client who needs aged care advice, and you can’t help, refer them to us. We will arrange a time with the client to discuss their needs and how we can help. We then agree the terms of engagement directly with the client.

    We run our meetings using zoom. We can meet with just the client or you can be involved in the discussions to help project manage the process for your clients.

  • We take the worry out of trying to help your clients, as you outsource the advice process to us. This enables you to provide additional value to clients so they get the help they need when they need it.

    By outsourcing the aged care advice to us, you will save time and reduce your business risk. It also ensures you have placed your clients in expert hands. This can help to boost your client retention with happier clients who may also increase their referrals to you.

  • There is no cost to you or your business to set up a referral arrangement with us.

    Our initial conversation with clients is free while we try to understand their advice need and how we can help. We will then offer clients an advice service and agree any fees they will need to pay directly with them before any work commences. This is a fixed dollar fee for the advice service provided.

  • Our team are usually busy with clients, so to save you time, if you want to find out more send us an email to support@personaladvice.com.au. Include a quick note on what is interesting you, your phone number and some suggested times that might work to give you a call back.

The aged care advice solution your business has been looking for.

Designed by advisers to support advisers and other advice professionals, our aged care personal advice solution is the expert aged care support your business needs. Contact our team to learn how we can help your business deliver expert aged care advice.