Australia is experiencing the first stages of the greatest transfer of intergenerational wealth as the baby boomers began entering into retirement in 2012. Traditionally ignored by the financial services industry, clients in the 3rd stage of their lives – heading towards retirement and beyond, control over half of the nation’s private wealth. These clients already exist within your client base. Are you optimising the potential that lies hidden in your files?
The following solution is a comprehensive, stepped approach that will transform your post retirement services offer. It consists of proven education methodologies, documents, videos, webinars, expert interviews, tools, conversation scripts and tips for you and your team to develop a robust, relational service for your ageing clients.
All the products are available for individual purchase, however, it is our recommendation that you commit to the process by subscribing to the packages. These subscriptions are priced competitively (you can save up to $200 per lifestage compared with purchasing items individually).
Estplan has developed a complimentary introduction pack. Access to all the downloads within this pack are free provided you have registered as a member to the Estplan site.

Introductory Content

Introduction to the 3rd Age Solution - A post retirement services implementation system.

Lifestage Content

Ageing clients have been segmented based on 5 life-stages commencing immediately prior to retirement and extending to the next generation. Each stage has distinctive needs and requires a unique set of services.


Templates and content to optimise practice processes.

Wealth Practice Development

Tools and resources to develop and maintain a healthy practice.

Starter Pack

A pack to get you started on your service offer to ageing clients. This includes an overview of lifestage approach and segmenting by lifestages, understanding the market, enhancing practice defendability, strategies for increased profitability, case study, conversation scripts for the peak accumulation lifestage, case studies and a template.

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Introduction to 3rd Age Solution

thumb-bw-orangeRegister for access to 3rd Age Solution Introductory Material.

Starter Pack

thumb-bw-lime90 day subscription

Price $99.00


thumb-bw-orange90 day subscription
Packages starting from $180.00


thumb-templates-cat90 day subscription
Price $485.00

Practice Enhancement

thumb-bw-yellow90 day subscription 
Price $485.00