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Jul 19, 2026 51 min

The Aged Care Conversation #1

from Ensombl Advice Australia

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/

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This episode is 51 minutes long.

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This episode was published on July 19, 2026.

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