Frequently Asked Questions - 3rd Age Solution

By the age of 50, clients are beginning to prepare for retirement and plan their post retirement lifestyles. Are you able to help them navigate this journey?

Most top end clients in practices are Baby Boomers, who (by virtue of the phase they are in, in the wealth lifecycle) are the top 20% of clients that generate 80% of the revenues for the practice. And, as they age and move into retirement, they need to plan for wealth redistribution.

Are you equipped to meet the needs of these clients and their families?

Estplan offers an innovative, indepth competency and implementation solution for advisers and wealth managers to help sucessfully enter and operate in this market. 

The solution segments the market into 5 lifestages:

  1. Peak Accumulation
  2. Active Retirement
  3. Declining Capacity
  4. Estate Management
  5. Next Generation

Ideally, client planning for retirement should commence just prior to retirement, and we use this as the starting point for the program. You can choose to complete the entire program or select from a range of modules, competitively priced, to help you realise a substantial return on investment.

Yes, but you must always register your details to access the Estplan shop. Registration is free and will automatically give you access to download all the 3rd Age Introductory content.

You need to evaluate your commitment and the time you can allocate to implementing post retirement services into your practice. The comprehensive Lifestages pack offers substantial savings as does the Platinum Service.

However, whichever package you choose, be assured that you will receive a substantial value at a very competitive price.

The lifestage packages are being introduced over the next 3 months. During this time you can purchase the content that is available online. New content is added weekly and when you register you will receive updates when new content becomes available.

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Volume discounts apply when your dealer group or institution commits to supporting the program. The commitment needs to extend to at least 10 Platinum memberships. Call or email us if you require additional information on group discounts.

The shopping basket is like any online shopping cart. You can choose to purchase products individually or subscribe to a membership. When you subscribe and log in you will be able to download the documents included in your subscription without purchasing them through the cart. If you login during the checkout process the price will appear as $0 if you add an item included in your subscription into the basket.

Yes, a tax invoice is issued whenever you purchase online. This is sent to your email address or you can download it from the member area. If you have any problems accessing your tax invoice contact us for assistance.

You can email or call us at any time for help relevant to the package you have purchased. Additionally when we add items to the subscription during the 90 day period, you will receive notification. Any services added during the timeframe are automatically made available to you.

Yes, you can renew a subscription package. You will prompted to do so online, when your subscription is due to expire.

Yes we offered tailored face to face mentoring programs, plus online webinar based solutions. We also offer tailored content for PD and training sessions. Contact us for more information.

The lifecycles will be phased in over 3 months. During this time content will also be updated and enhanced in the life stages available.

We will be seeking accreditation for CPD points in the future. At this stage no CPD points are available.

Online competencies in estate planning, aged care and succession planning.

Yes, this will become available during the next quarter. We will send out notifications and more information about these sessions within the next couple of months.

Yes, call or email and we can assist you with the most appropriate speaker for your event.

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Introduction to 3rd Age Solution

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Starter Pack

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Price $99.00


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Packages starting from $180.00


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Price $485.00

Practice Enhancement

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Price $485.00