Protecting Seniors Wealth

Education For Financial Senior Abuse Prevention

seniors and elderly protection

Our Range of education services are designed to:

  • Assist people prevent senior or elder wealth abuse.
  • Create more awareness.
  • Be a Communication Hub.
  • Offer essential tools to help protect senior members of our society from financial abuse.

It could be:  A friend? A family member? Client?

FROM FINANCIAL ABUSE
TO PREVENTION

The emerging leader in understanding the effects of this issue on a rapidly growing aging population, professionals and everyone’s lives.

Percentage of people 65 or older in Australia (est):1

  • 1991 10.7% 10.7%
  • 2001 12% 12%
  • 2021 18% 18%
  • 2031 21% 21%

Events Highlights

FPA Congress: The Financial Planning Association of Australia in 2019

Anne was a speaker in one of the Workshops ‘Valuable Lessons from Vulnerable Clients’ at the annual industry event for professionals

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The FSC: New Guide to the Prevention of Elder Financial Abuse

Anne McGowan, speaker at the launch explains the Guide is an excellent industry platform and the vital next steps are focused in-depth training for professionals.

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Speaking in New York City, Gold Coast & Adelaide

Anne’s keynotes and one-day workshop in 2018 & 2019, focused on how professional advisers can assist clients to protect their financial security.

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IPT Forum on Investor Education and Protection

Attending Investor Protection Trust’s Forum in Oklahoma City, Anne was among educators, advisers and state securities commissions delegates.

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Upcoming Training Events:

Protecting Seniors Wealth Workshop full day

Protecting Seniors Wealth – Their Whole Wealth™ Accredited Professional Training Program

This year’s training day will take place in Sydney, Melbourne, Brisbane, (Adelaide announced soon). If you’re involved with senior clients this one-day workshop is not to be missed as it focuses on Financial Senior Abuse Prevention providing Intelligence for Professionals on assisting clients, industry expectations and the many different forms of preventative measures. Read more...

Protecting Seniors Wealth Training

Financial Seniors Abuse & Inheritance Impatience – Assisting Clients

This two-hour training session is available to book online, it’s packed with information around the issue that could impact clients of any age and focuses on prevention of financial senior abuse – an introduction training extended to include some preventative measures. Read more...

Protecting Seniors Wealth Webinar

New Expectations, Professional Accountability – Assisting Clients

This one-hour webinar is an ideal introduction to the growing unwanted trend and issue now impacting so many seniors, family, clients and focuses on the importance of Financial Senior Abuse Prevention and the responsibility and expectation to assist clients. Read more...

What We Offer:

eBooks & Guides

Protecting-Seniors-Wealth-blurbs-eGuide-01

Members Area

Protecting Seniors Wealth Workshops Tools

Workshops & Training

Protetcting seniors wealth workshops

What People Are Saying:

Your website has some interesting content, I really like the general theme and message you are portraying.
There are too many people being taken advantage of and it’s great to see someone doing something about it! Jason Reynolds

Director, Financial Advisor., Action Wealth

As an ending full-time carer for my late mother, I am chuffed to see your site.
Only last night, I have found out that family have lost some inheritance due to dubious family members. Linda Daniel

JP, Editor., Soul Editing

From being proactive – plan ahead with a valid will and get your affairs in order – to acting on instinct and taking the initiative by checking unaccounted for withdrawals, Anne uses everyday language and a no-nonsense approach to tackling the issue.

The Senior

References
1, 2 https://aifs.gov.au/publications/family-matters/issue-37/abuse-and-neglect-older-people

Preventing Elder Exploitation & Fraud.

Free eBook Download For Seniors

What is it? - How it Occurs - Unwanted Trend - Being Aware - The Perpetrators - Research, Guidebooks & More.

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