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Aged care advice

What we do

Free updates

Desk Caddie® provides practical support to help develop financial planning strategies for clients. It also keeps you up-to-date with the latest news as well as tips for client reviews.

It is on-line and easy to navigate. But more importantly it is written in simple English.

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With an ageing population and increasing costs for aged care services it is critical that you have an advice solution for your business to help clients understand aged care.

Do you want to …?

  • Upskill your knowledge
  • Create partnerships with other professionals
  • Become an Accredited Aged Care ProfessionalTM

Visit the Aged Care Steps website

 

We focus on financial planning strategies to help you create solutions for clients. Discover what we can do for you.

Providing you with regular updates and tips to keep you thinking.

Who we are

 

Strategy matrix advice tool

Strategy Steps is an independently owned business that is recognised for its expertise across a range of financial planning needs. We work with financial planners, lawyers, accountants and fund managers to help create strategic solutions for advice to clients  

Are you maximising business opportunities in client reviews? Or are you missing important advice areas for clients at various lifestages?

Financial advisers are faced with so many issues to keep abreast off, so let us take away some of the stress and worry. Don’t risk making mistakes or leaving out important areas when reviewing advice solutions for clients.

Find out more about our Strategy Matrix advice tool

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