Welcome to the Aged Care Steps – Advice in Practice podcast series, hosted by Paulette Trevena. In these podcasts, we discuss and explore issues impacting aged care advice.
In this special episode we explore The Royal Commission into Aged Care Quality and Safety.
Is it a broken system and what does this report mean for financial planners, and their customers? Aged Care Steps Director Louise Biti discusses the implications of the Aged Care Royal Commission for financial planners.
Aged care advice is moving towards a core component of financial advice due to an ageing population. This is reinforced by the FASEA Code of Ethics.
In this first podcast, we discuss practical insights to guide advisers and licensees on steps to meet FASEA obligations, protect advice business from disruptions, and be positioned for growth.
In this second podcast, 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 – a problem increasingly relevant both in Australia and around the world as we face the issues associated with an ageing population.
In this third podcast, 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 and discusses the approaches and options around choosing a business model.
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?
Join Paulette Trevena and Assyat David in this fourth podcast to explore how to make aged care advice profitable.
While older clients need advice about preparing for care needs, younger clients need advice to help their parents with accessing care and funding. This is an opportunity for advisers to consider how to structure effective service propositions to provide this advice to clients.
Paulette Trevena speaks with Louise Biti about how to be business ready to provide advice to clients when the need arises.
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