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Upcoming webinar
The future of retirement advice: Meeting the growing demand for aged care advice
Thursday 5 November 2026
12:00pm – 1:00pm AEDT
Up to 1 CPD hours available
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Session Overview
Australia’s ageing population, growing client expectations and significant aged care reforms are creating new challenges and opportunities for financial advisers. As more retirees and their families seek guidance through later-life transitions, aged care is increasingly becoming an integral part of the advice journey rather than a specialist niche.
This webinar explores the demographic trends driving demand for aged care advice and examines how the changing retirement landscape is reshaping adviser-client conversations. Attendees will gain a deeper understanding of the three phases of retirement, including the frailty years, and how these stages influence planning, decision-making and client outcomes.
The session will also examine the practical implications of the new aged care rules and what they mean for advisers seeking to deliver value while meeting professional and ethical obligations. Through practical tips, advisers will learn how to identify aged care needs, initiate meaningful client conversations, and develop advice processes that align with their business model.
Whether you intend to provide aged care advice directly or utilise specialist support, this webinar will provide practical strategies to become aged care ready and position your practice to meet growing client demand.
Meet your speakers
Assyat David
Director
Assyat David is Co-Founder and Director of Aged Care Steps, with over 30 years’ experience in the financial services industry. She is involved in the strategic direction and growth of the business, focusing on helping advisers build sustainable aged care advice services and improve outcomes for older Australians and their families. She contributes to industry thinking in aged care advice and is known for translating complex policy, technical, and financial issues into clear, practical guidance.
Assyat has held senior executive roles across wealth management, trustee services and funds management, including Executive General Manager, Financial Services at Trust Company. She has also held leadership and consulting roles with Challenger, ING, RetireInvest, and Optimix, and has served on several boards.
Assyat’s academic qualifications include a Master of Applied Finance (Macquarie University), Bachelor of Commerce (University of New South Wales), Diploma of Financial Planning, and Graduate Diploma of Applied Finance from FINSIA (Financial Services Institute of Australasia).
