Challenge the Standard in Financial Advice

S8E5 Aged Care II: Retention Boogaloo


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We've talked about Aged Care before, but things have changed. Lots of things!

  • There are new rules about how fees are calculated, applied and, most importantly for any government agency, renamed. (Who knew 'hotelling' was a word...look it up though)
  • Nathan's been doing some even more interesting work in this valuable, important space - and written many a CPD piece on it.
  • And even Jordan's getting involved in it now, gingerly stepping on the learning curve and realising it's not quite as steep as he feared.

Which is why we're revisiting the topic in this week's episode.

Throughout, we're trying to answer the underlying question: if your clients need Aged Care advice (and they will), how will you help them?

CPD Quiz thanks to CPD Check: https://quiz.ensombl.com/NATH-26060602-54110001

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

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Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


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