Catch up on our podcast.
Unpacking aged care advice.
The Aged Care Steps podcast series is hosted by Paulette Travena. The podcast episodes discuss and explore issues impacting aged care advice. You can subscribe to the podcast on your favourite podcast player and keep up to date with the latest episodes.
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Special episode: The Royal Commission into aged care
In this special episode we explore The Royal Commission into Aged Care Quality and Safety.
Episode 5: Getting started with aged care advice
Aged Care Steps discusses how to set up an aged care advice business – including service propositions, processes and a focus on business efficiency.
Episode 4: Making money from aged care advice
Aged Care advice is becoming a core component of financial advice which has helped many advisers boost business activity and profits and create better client relationships. But what are the keys to this success?
Episode 3: Why aged care and choosing a business model
Paulette Trevena speaks with Louise Biti about why financial planners should consider moving into the aged care space. Louise shares advice and success stories from planners who have made this move.
Episode 2: Planning for the third phase of retirement
Paulette Trevena speaks with Assyat David, the author of the white paper: Planning for the third phase of retirement. This paper challenges thinking around financial advice, particularly in relation to retirement planning.
Episode 1: FASEA requirements for aged care standards
Aged care advice is moving towards a core component of financial advice due to an ageing population, reinforced by the FASEA Code of Ethics.