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Total Lifestages Package

A comprehensive post retirement implementation system to help you mould your service to the changing needs of your ageing clients. Includes access to all Lifestages content to assist you implement a post retirement service for your ageing client.

Duration: 90 days
Price: $485.00
Lifestage - Peak Accumulation

Develop a tailored offer for baby boomer clients who are still working and planning for retirement.

Duration: 90 days
Price: $180.00
Lifestage - Active Retirement

Identifying and supporting the needs of clients in the early stage of retirement.

Duration: 90 days
Price: $180.00
Lifestage - Declining Capacity

Understand the needs of clients in later retirement. Develop relationship with families who take an interest in financial affairs. Discuss aged care considerations and strategies.

Duration: 90 days
Price: $180.00
Lifestage - Estate Management

Support the spouse and family of the primary client after their passing. Build empathy and help with estate and trust administration.

Duration: 90 days
Price: $180.00
Lifestage - Next Generation

Firmly establish yourself as a trusted family adviser with the inheriting generation.

Duration: 90 days
Price: $180.00

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Introduction to 3rd Age Solution

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Starter Pack

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Price $99.00

Lifestage

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Packages starting from $180.00

Templates

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Price $485.00

Practice Enhancement

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Price $485.00