Aged Care Steps named as ifa Excellence Awards finalist
The ifa Excellence Awards celebrate the pinnacle of achievement within the financial services profession, and Aged Care Steps is proud to be recognised as a finalist in three prestigious categories this year.
This recognition highlights the team’s expertise and the pivotal role Aged Care Steps plays in enabling financial advice professionals to integrate aged care advice as a key business growth opportunity.
“Securing a place as a finalist is widely recognised as a remarkable achievement in the financial advice profession. It signifies the unwavering determination and commitment of individuals, teams and firms playing a pivotal role in propelling the profession forward.”
ifa
Having secured wins in previous years, Aged Care Steps has established itself as an industry leader. This year’s nominations reaffirms the company’s continued success in advocating for, supporting, and educating financial advisers across Australia. These accolades underscore Aged Care Steps’ excellence and leadership in the sector.
Aged Care Personal Advice™ is a division of Aged Care Steps Pty Ltd.
Aged Care Steps’ finalist nominations
Training and Education Partner of the Year
Aged Care Steps has been named a finalist for the Training and Education Partner of the Year Award in recognition of the work undertaken to support and train financial advisers across Australia, with programs taking a practical approach to help advisers not only understand the rules, but also develop problem-solving skills and build successful businesses.
“We have always placed our focus on ensuring Australian financial advisers have access to the best educational materials, tools, and ongoing support and training in our ever-changing industry, and it’s wonderful to see this reflected in our selection as a finalist by ifa”
Louise Biti, co-founder of Aged Care Steps
Marketing Program of the Year
With the continuous development of resources to support members, the Aged Care Steps Business Toolkit™ has received the finalist nomination as recognition for the high-quality tools provided, including an ever-growing range of marketing resources to help financial advisers promote their own businesses and aged care services to clients.
With such a specialist topic as aged care financial advice, it’s essential for advisers to promote their offering to clients, and the popular Business Toolkit™ was designed to allow financial advisers to market their business with ease.
Financial Impact Team of the Year
“We’re so incredibly proud of everything the team at Aged Care Steps achieves each day, and having this recognised externally means so much. Our team put so much work into supporting financial advisers across Australia”
Assyat David, co-founder of Aged Care Steps
This award is foucsed on recognition of teams within the financial advice profession that have ‘collectively achieved exceptional results for clients through outstanding advice and service excellence’, Aged Care Steps’ tight-knit team has been nominated for their consistent delivery of high quality content, education, and support that financial advisers have come to view as the go-to source for the delivery of aged care advice.
Network Impact Adviser of the Year
Jennifer Langton, our Head of Aged Care Personal Advice has been announced as a finalist for Network Impact Adviser of the Year.
Being named as a finalist is a wonderful achievement and recognises the effective growth and use of her influential networks to make a significant impact on the financial advice profession.
Aged Care Steps thanks ifa for this opportunity and looks forward to the announcement of winners by ifa on December 5th.