Ensombl Advice Australia

Author: Ensombl

Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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The Aged Care Conversation #1
Sunday, 19 July, 2026

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26071702-34390001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Sarah Leslie is joined by Matthew Lloyd and Alex Berlee from AGS Financial Group. They discuss how recent Australian aged care reforms have increased complexity and costs, reshaped home and residential care funding (including packages, co-contributions, RADs, and respite), and why advisers must proactively plan, skill up or partner with specialists, and start aged care conversations early to better support clients and their families. Matthew Lloyd LinkedIn: https://www.linkedin.com/in/matthew-lloyd-mfinplan-mba-21913349/ Alex Berlee LinkedIn: https://www.linkedin.com/in/alexberlee/ AGS Financial Group Website: https://agsfinancialgroup.com.au/ For more information on aged care, access our whitepaper: https://ensombl.com/go/20260720-2/ General Disclaimer – https://www.ensombl.com/disclaimer/