Burley Aged Care Advice is a specialised financial planning firm dedicated to helping families navigate the financial complexities of aged care in Australia. With clients spread across the country, they focus on providing clear, compassionate advice on aged care fees, Centrelink entitlements, optimising cash flow, and estate planning. Their mission is to assist families in making informed decisions during challenging times.

In their pursuit of streamlining operations and enhancing client experience, Burley Aged Care Advice partnered with Annature, an Australian-made eSigning platform. Since adopting Annature, they've seen significant improvements in their document management processes.

"Annature has been incredibly helpful for my business," says Jason from Burley Aged Care Advice. "My Business model involves conducting about 80% of client meetings via Teams. For those clients, Annature allows me to not have to wait for mail. It's not complicated, and I've had no one yet ring me back saying they can't work it out."

What challenges did you face in your organisation?

Before using Annature, Jason faced challenges with the traditional methods of sending and receiving documents, which often resulted in delays and inefficiencies.

"My clients are all over the country, and Annature has made life a lot easier," Jason explains. "I can send something out, and it's back in my inbox within minutes if they're onto it. It's just fast, and that’s huge for me."

One of the features that Jason particularly appreciates is the simplicity and user-friendliness of the platform.

"They get the email, they understand the instructions, and it works," he notes. "Even clients who are in their 80s or 90s, if they're proficient enough to use Teams, they're able to use Annature."

Another significant benefit for Jason is the flexibility of Annature's pricing model.

How has Annature improved your processes?

"I like that I don't need to have a minimum or a subscription," he says. "It's purely pay-as-you-go. My business can be full-on or very quiet because you can't time when someone is going into aged care. Having a pay-as-you-go system works perfectly for me."

Jason also values the straightforward process of managing documents.

"I like how it's simple," he shares. "I get an inbox notification when an envelope is complete. I'll upload that into my CRM, and I'm done."

Overall, the shift to Annature has been a positive move for Burley Aged Care Advice.

"Annature has made life a lot easier," Jason sums up. "It's efficient, user-friendly, and fits my business needs perfectly."
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https://burleyagedcareadvice.com.au/