Testimonials.
Here’s what our members are saying.
We have successfully helped advisers grow their business through membership packages, training and tools. We asked some of our members what it was like before and after they joined us. After becoming a member, they tell a very different story.
Peter Cottell
Holland & Holland
Before:
Realistically we just did not have the skills, experience or qualifications. As a result, we referred any queries to third parties.
After:
We are now in a position of confidence to provide an aged care service. By having the tools, software and accreditation we have control of our client relationships and aren’t risking losing our clients by referring them to another planner.
Sue Allen
Radford Allen Financial Services
Before:
I had to search government websites to figure out how nursing homes were allowed to charge, and then try to figure out how these fees were impacted by the age pension. It took me ages to sort all that out, and even then, I wasn’t sure I had the entire story.
After:
One of the great Aged Care Steps workshops I have attended was about soft skills and considering the needs and objectives of family members.
I have long been concerned about the increase in elder financial abuse and have now seen it first-hand.
The training gave me the tools and confidence to deal with this situation rather than walk away. I involved the family lawyer and was prepared to go to my client’s doctor for intervention, when my client (thankfully) reached the end of her life.
“Thanks to Aged Care Steps, I now have a beautiful SOA that’s very easy to follow. It’s a powerful tool to use with clients.
The tools and resources enhance my efficiency and accuracy in providing sound aged care advice. I would urge anyone considering embarking on aged care to become an Aged Care Steps member – they are a first-class resource.”
Robyn Clelland, Nannas Planners
Denise Kipling
Financial Success (SA)
Before:
The process was extremely stressful and more often than not bordering on unprofitable as the time taken in this process sometimes outweighed the fees charged.
After:
Partnering with ACS has provided us with a knowledgeable, reliable, efficient platform to enhance, improve and raise our standard of service to our clients and potential clientele.
We are now confident that we have a strong backbone to help us navigate the aged care maze and promote our expertise.
“If you want to be successful in providing aged care advice, then accessing both the Business Toolkit™ and the Advice Generator™ is essential.”
Mike Curley, Morgans Financial
Kerry Darton
Clarity Financial Advice
Before:
I had multiple bookmarks and links looking for the latest information, facts and figures. I was using word and building excel spreadsheets. Aged care advice couldn’t be produced out of our software.
After:
I’m a big fan of Aged Care Steps. My whole business is based on aged care and they make my life easier!
Aged Care Steps gives me a central source of truth. I can concentrate on clients’ circumstances and solutions knowing that if there is something slightly left field, Aged Care Steps will have the answer.
The Aged Care Steps Advice Generator allows you to quickly and easily check the impact of fees, cashflow and estate values. Plus the calculators in the Business Toolkit are a great tool to check service provider’s letter of fees are accurate.
Supporting adviser growth.
In our 2018 Adviser Survey, our overall service offering was rated as very valuable by advisers utilising our services. The results of this survey proved that Aged Care Steps provides tools and risk controls that advice businesses are seeking.
Choose your membership package and get started today.