Writing advice documents

Preparing advice documents for aged care clients can be time consuming and costly – that’s if you don’t have the right tools.

Aged Care Steps can help with two levels of support:

  • The Aged Care Advice GeneratorTM is a custom built financial planning software that enables you to model and produce aged care client advice documents, quickly and accurately. It also produces a template document that you can tailor to your client needs and add your compliance requirements.
  • Or if you want to outsource this task, use our paraplanning service to calculate outcomes of strategies and client options.