San Francisco, California, USA
London, United Kingdom
|Aged Care Advice can benefit your clients emotionally and financially. This technical workshop will benefit Advisers currently providing aged care advice and those aspiring to do so.
Facilitated by Rachel Lane, the workshop will cover:
|About Rachel Lane
Rachel is the Principal of Aged Care Gurus and co-author of the book “Aged Care, Who Cares?” with Noel Whittaker. Rachel oversees a national network of financial advisers dedicated to providing quality advice to older Australians and their families. Rachel has been working in financial services for 18 years and specialising in aged care for over a decade. She holds a Masters in Financial Planning which included a research report on aged care in Australia titled “Aged Care; The struggle to provide Quality, Equity, Efficiency, Sustainability and Choice”.
When & Where
Austock Life is one of the leading specialist issuer of insurance bonds. Its core Imputation Bond product offers investors an expansive investment menu and strategy-based avenues for incorporating "tax-paid" lump sums into financial plans to meet life-event objectives. These include education funding, home ownership and estate planning as an accessible alternative to superannuation.
Austock Life operates as a registered life insurance company under the Life Insurance Act 1995 and also holds an Australian Financial Services Licence under the Corporations Act. As an emerging financial products provider, the company's business strategy is to use its life office structure to design, manufacture and distribute creative "tax-paid" investment products.