Model client options & prepare advice

Preparing aged care advice documents can be time consuming and costly without the right tools. Aged Care Steps can help – with two levels of support available:

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