Advisers are in danger of losing clients and business referrals if they fail to proactively bring up aged care issues with their older clients, says Aged Care Steps director Louise Biti. Worse still, clients will end up without support when they need it most. Read the article in Professional Planner.

The FPA has partnered with ifa Excellence Award winner Aged Care Steps to launch a new specialist aged care designation program for its members. Click here to read the IFA article.

Helping out with lump sums often means increased costs elsewhere for your parents, so run through the numbers to decide on the best way you can help out.

Aged Care Steps took out the ifa Excellence Award – Company category as well as the Education and Training Provider of the Year. Click here to read the IFA article

How to navigate government help in living at home for longer, as well as what to do when you need to finance these costs yourself. Article by Louise Biti in the Australian Financial Review. Read the article in the AFR

Advisers who fail to consider a client’s aged care needs may risk falling foul of the FASEA standards, an industry consultant has said. In a statement released on Monday, Aged Care Steps director Assyat David said with three of the 12 standards in the FASEA code of ethics dealing directly with consideration of a client’s […]

As more clients experience frailty in retirement, advisers need to be having difficult conversations about planning for aged care. FASEA’s new code of ethics – primarily standard two and six – now requires advisers to provide advice that considers the whole of life and future client circumstances. But Louise Biti, director and co-founder of Aged […]

From superannuation to property to investment markets and aged care, our team of experts explain how to handle a crisis. Financial Review article featuring Aged Care Steps. https://www.afr.com/wealth/investing/the-smart-investor-crisis-survival-toolkit-20200317-p54b04