At a time when many have described the financial advice sector as reeling, and some advisers are saying they feel depressed and afraid about the future, there’s a good news story emerging from the wreckage – aged-care advice. The white knight of the financial advice industry may not be overtly sexy, but it’s steady, reliable […]

When structuring a client’s retirement portfolio and calculating their retirement adequacy, planners should not only consider longevity and sequencing risk, but also their client’s fragility risk. Read the full article

Clients transitioning into old age shouldn’t be making decisions in isolation, says Aged Care Steps director Louise Biti. In fact, when it comes to making conscious decisions about how a person should be living and being cared for in their later years, the family should be involved so that “consolidated decisions” can be made. Click […]

Aged care will shift the landscape for financial planning and will become an increasingly important topic of conversation for advice professionals and consumers as revealed by an industry survey conducted jointly by Aged Care Steps and Swiss Re.  

A lot of SMSF practitioners are failing to factor in potential aged care costs as part of their retirement planning for clients or addressing how these costs will be funded. Read the full article