CASE STUDY
Trusted Advice When It Matters Most: Partnering with Aged Care Steps
Tony Minchin ~ Specialist Financial Solutions
Como, Western Australia
Background
With over 15 years of experience in financial advice, Tony Minchin has built his practice on trust, clarity, and delivering client-first strategies. His team had long supported older Australians with their financial needs, but when it came to aged care advice, some conversations were proving harder than they needed to be.
“We were using the My Aged Care website calculators, but unfortunately, they often gave us incorrect results,” Tony explains. “Instead of giving clients confidence, the tools caused confusion and uncertainty, and the advice conversations became unnecessarily difficult.”
That all changed when Tony’s licensee BDM introduced him to Aged Care Steps (ACS). After attending a face-to-face training session, Tony quickly saw the opportunity to elevate his aged care offering—and the value of having specialist support behind him.
“It really opened our eyes to how complex aged care advice is, and why it’s essential to have the right support and resources in place.”
Support that delivers confidence and clarity
Since working with Aged Care Steps, Tony’s team has seen a significant improvement in their client outcomes. With direct access to the ACS experts, Tony and his advisers now have the confidence to navigate complex scenarios with clarity and accuracy.
“One of the biggest benefits is being able to pick up the phone and talk through strategy ideas with real experts,” says Tony. “Our outsourced paraplanning team doesn’t handle aged care SOAs, so the detailed and high-quality SOAs we receive from Aged Care Steps have become a crucial part of our process.”
The partnership has enabled Tony’s team to deliver tailored and accurate advice that strengthens relationships with existing clients while also opening new doors for growth.
Growing opportunities with peace of mind
With the support of Aged Care Steps, Tony has seen a steady increase in aged care advice opportunities—especially in situations where clients face unexpected decisions under stress. Having access to timely, reliable advice has helped ease pressure for both advisers and their clients.
“It’s great to have a go-to team we can lean on when unique or tricky situations come up. It gives us peace of mind and ensures we’re delivering the best possible outcomes.”
The shift has been more than just operational. It’s allowed Tony’s team to focus on what they do best—supporting families during one of life’s most challenging transitions.
Technical Excellence Meets Human Care
Tony is clear in his recommendation to other advisers considering aged care as a service line.
“If you're thinking about offering aged care advice, Aged Care Steps is the way to go. This isn’t an area where you can just offer broad advice. Cash flow planning is sensitive and detailed, and you need to get it right. Knowing ACS is behind us allows us to focus on our clients, while trusting that the technical side is spot on.”
With a trusted partner like Aged Care Steps, Tony and his team are delivering advice that truly matters—when it matters most.
Partner with Aged Care Steps to grow your business
By partnering with an industry expert, members of Aged Care Steps are able to expand their offerings, strengthen their confidence in a niche of the market, and help Australians of all ages plan for their senior years.
Interested to know more? Contact our team today to discuss how membership can help your financial advice business grow through aged care advice.