Earn 1.25 CPD here
0.25 Client Care & Practice
0.50 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Professionalism and Ethics
In this final installment, Sarah talks to Shaun Ganguly, Founder & Principal Adviser at Prime Years Financial Planning. They discuss how advisers can effectively integrate aged care into long‑term retirement planning by reshaping advice processes, managing Centrelink and facility interactions, using specialised income and asset strategies, pricing and scoping aged care work appropriately, and collaborating with specialists to better support families emotionally, practically, and financially.
For more information on aged care, access our whitepaper.
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