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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/
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