EP#17 Adding Aged Care to Your Advice Offering

Co-founder and Director of Aged Care Steps, Louise Biti, joins Jenny Pearse to dive into an area of financial advice growing in demand. Louise is a thought leader and one of the pre-eminent experts in aged care, with over 25 years of experience in aged care advice. Together, Louise and Jenny discuss how the demand for aged care advice has changed and the essential steps for financial advisers wanting to expand into this area of advice. Louise shares her experiences over the years, bringing us to where she is today, supporting financial advisers to implement aged care solutions in their planning practices. Highly qualified in her field, Louise shares her views on the importance of emotional intelligence in this style of advice and how financial advisers can demonstrate their value and price their offering to suit their business. With demand outstripping supply in this advice area, more and more advice businesses are electing to add this to their value proposition, particularly as their clients mature. The episode will provide an outline of not only why but how you can become an aged care specialist too. Louise Biti is the author of ‘Don’t Panic: age the way you want where you want’ and is a regular speaker at conferences. She has professional designations of a SMSF Specialist AdviserTM, a Certified Financial Planner™, a Chartered Tax Adviser, a registered tax (financial) adviser and an FPA Aged Care SpecialistTM.