Is your business ready to capitalise on the rapidly growing retirement living market?

For most people, buying a retirement home can be a complex and confusing process, because of the complexity of retirement home purchase contracts and the number of hidden fees and charges that create many traps for the unwary buyer.

The retirement industry itself has evolved from a largely not-for-profit operating base to a fully-fledged property sector, now dominated by investment banks, listed property trusts and developers.

Never has the need been greater for quality, independent advice on retirement living for some of the most vulnerable members of our society.

Australia's Ageing population

At the time of the last nationwide census in 2006, there were around 2.7 million Australians aged over 65, making up around 13% of the population. Looking forward to 2016, the Australian Bureau of Statistics estimates that this age demographic will grow dramatically in every state, with a nationwide average increase of 54%. By 2026 this demographic will comprise around 19% of the population. This represents an increase of 89% over the period, almost four times more than any other age demographic. Independent expert forecasts suggest that this could result in an increase in actual retirement dwellings by between 180% to 270%.

Your Opportunity!

Despite Australia's ageing population and the baby boomer bubble now moving into retirement, there is virtually nowhere for retirees to get independent advice on purchasing a retirement home. This is a great opportunity for savvy professional advisors to add retirement living advice to their practice and attract new clients and revenue streams.

"But none of my Clients are at retirement age?"

While your clients may not be thinking about the purchase of a retirement home for themselves, it is quite likely that they are going through the process with their parents or other ageing relatives. This is a great opportunity for you to expand your services and advice to existing and new clients!

Making SENSE of Retirement Homes

Making SENSE of Retirement Homes is a 90 minute self-study learning course, including DVD and workbook, that has been approved by the Financial Planning Association for your CPD points!

Or order your DVD and course workbook to be delivered by mail:

Order Form

Prefer LIVE training?

The "Making SENSE of Retirement Homes" course can be delivered live at your next conference or Professional Development day. If you have more than 10 people (max. class size 40 pax) we can provide training in the comfort of your own office or training rooms around Australia for $1,000 per day + GST + traveling costs (incl course notes).

The live training is the preferred option if you prefer a more interactive style of learning and value the opportunity to ask questions specific to your business.

Retirement Home Advice MASTERCLASS

The "Retirement Home Advice MASTERCLASS" is for those businesses that have decided to develop an advice stream for their practice around buying retirement homes.

The course runs for 1.5-2 hrs and is designed to further develop your knowledge around buying a retirement home. It goes into the detail of analysing purchase contracts and key contract terms, as well as establishing and marketing your new advice framework to the seniors market.

Topics covered:

Positioning your business for the silver market
Retirement home advice framework
Purchase Capacity Analysis
The Purchase
Advanced DMF Contract Analysis
Contract Negotiation

The Masterclass is only delivered live in seminar format.

Why not combine both courses for your next PD day? We can run our introductory course "Making SENSE of Retirement Homes" for all of your team, then break away to do the "Retirement Homes Advice MASTERCLASS" for only those planners who want to introduce this advice stream into their practice. The two courses have been accredited by the FPA for a total of 4.25 CPD points.

Client Seminars

Do you have clients considering purchasing a retirement home, or are you simply looking to increase your client book?

We are available to present seminars or boardroom briefings to your clients on buying a retirement home. The cost for this service is $1,100 per day + traveling costs. Talk to us to today to tailor a session specific to your clients.

The "Access All Areas" website

The AAA website is an information and resources portal designed to help you build and deliver a retirement home advice service to your existing clients as well as new clients.

It would take your business several years to accumulate the detailed knowledge and information required to deliver retirement home advice to your clients. So to give you a head start we established the Access All Areas membership website. The website contains all of the information, tools and resources that you need to provide retirement home purchase advice to your clients.

On the website you will find:

The definitive A-Z index containing all of the information you need to know about retirement home purchases;
A variety of easy-to-read Fact Sheets that you can print out and give to your clients with your own corporate logo;
A step-by-step guide on how to provide advice to your clients about purchasing a retirement home, including suggested meeting agendas;
A glossary of all the "retirement-speak" terms that you will need to know and understand;
Detailed information on key contract terms and the fees and charges that retirement village owners charge, as well as our advice on what is reasonable and what is not;
Due diligence guides - where to look, what to look for and what questions to ask when you clients go and research potential retirement communities;
Research worksheets that you can download and provide to your client with your own corporate logo;
Instruction as to how you can help your client assess whether a particular property is a good buy or not;
Information and tips to help your clients sell their existing home - a very important part of the retirement home purchase process;
Contract negotiating tips;
An on-line support facility in the event that you need assistance with a client or have a question.
A custom-built, easy-to-use contract comparison calculator to help you compare purchase prices and terms in different villages and show your client the financial implications of their purchase;
State-specific retirement village information;
Full copyright permission to publish and use all of the material on the website while you are a member of the Program; and
Much, much more, including a library of articles about retirement in general.

Membership to the website is only available to people who complete the courses - Making SENSE of Retirement Homes and the Retirement Home Advice MASTERCLASS.

Professional Advisors who have completed the training courses and subscribed to the Access All Areas website will be capable of providing a retirement home advice service immediately.

For more information about the Access All Areas website please click HERE.

Financial Planners Guide to Online Marketing

Due to the overwhelming response to the section "Positioning Your Business for the Silver Market" that I cover in the MASTERCLASS course, I have produced this video to help you understand online marketing...

The Financial Planners Guide to Online Marketing