Benefits of advice for aged care clients | Accurium

The need for aged care advice is increasing with Australia’s ageing population providing more opportunities for advisers to expand their service offering into this market. The aged care system is complex and clients have to make important decisions often under stress and within limited timeframes. Advice can ensure clients understand the implications of their decisions and achieve the right personal objectives and financial outcomes. In this webinar, Challenger Tech will provide you with the knowledge to understand the financial considerations for aged care clients and the benefits of receiving advice.

Learning outcomes:

  • Understand the current structure of the aged care system and the process for clients to receive aged care
  • Address the financial considerations for aged care and the concerns of aged care clients
  • Demonstrate the benefits of receiving aged care advice and implement strategies to improve financial outcomes

Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.