This book is intended to help financial advisers to easily incorporate aged care advice into their suite of services. It will show you how to offer a service that provides help, support, financial advice and information to a section of the community that so badly needs it. It is written by an adviser for advisers.
This course, in conjunction with a copy of my book, will guide you through the process you will need to take to start offering aged care advice within your practice. In a four module online course, you will learn the basics of the aged care fee system and the steps to entering care. We will cover the first meeting, xplan modelling and SOA wizards, the second meeting and ongoing support, including a case study and a marketing strategy.
This subscription will allow you to contact me via email as many times a month as you require. I will be able to offer support in how to manage clients, appointments and advice. If you are stuck on options to model out, I can help you and I can answer technical queries whilst you are starting out. There is often information overload in this area until you become experienced, and if I had have had someone there to chick ideas around with whilst I was starting out, I would have jumped at it.
We will provide you with a high quality, fully compliant document within 5 business days of request, which will allow you to concentrate on seeing the client. This is a cost effective method of providing advice and is beneficial when you do not see many aged care clients and are not frequently revisiting this information.