Blog / News
The Dynamics of Preventing Financial Senior Abuse
Why is awareness and situation prevention planning key? Seniors as they reach a stage in the later part of their lives may prefer to have someone they trust, to help them, even be involved in their living arrangements or perhaps to check bank transactions giving them...
Pivotal Training for Protecting Consumers and Industry Professionals from Consequences of Financial Senior Abuse Trend
Why is it all-important to proficiently meet clients’ best interest duty around this issue? A new accredited training crucial to assist clients successfully prevent financial abuse provides the means to upskill for essentially helping to protect consumers from...
World Elder Abuse Awareness Day
How will you help? How can you help a client, friend, family member? World Elder Abuse Awareness Day is June 15 #WEAAD and serves to remind us all to stay vigilant and help protect those who are most vulnerable from abuse in any form, and there are many. The abuse can...
Financial Elder Abuse Prevention Professionals Online Accredited Training
Why is it important to have this professional development skill set in your learning program? Now more that ever, with the current health crisis, professionals and everyone will need to be aware of the issues that could present for older people, self- isolating...
Workshop & Speaker Presentation For Professional Advisers Conference
Professionalism Focused Tailored specifically for professional advisers the new workshop provided compelling content for assisting clients with the ever-increasing Financial Senior Abuse, and this was shared recently with AIOFP Annual 20th Anniversary Onshore...
Fake ATO Scams
We have recently been receiving a few reports of fraudulent calls made by people who claim they’re from the ATO. A few of these fake ATO scammers have even called our offices. This article is simply to inform you of what to look out for should you get a call from “the...
Investor Protection Trust Forum
With a focus on Investor Education and Protection, the event was a resounding success as Investor Protection Trust (IPT) celebrated their 25th Anniversary in September and it was expertly organised to ‘educate the educators’ in wealth creation and protection. IPT is...
Financial Services Industry Cracking Down on Senior Financial Abuse
There’s an industry movement cracking down on senior financial abuse, forming behind the scenes that should result in far-reaching collaboration to address the growing issue of senior financial abuse. Concerned professionals who provide services to help seniors manage...
Shining a light on the dubbed Inheritance Impatience
Why is “Inheritance Impatience” such a growing concern? Financial abuse of seniors is a disturbing trend, one that’s been highlighted in the media recently for many reasons, and this issue can adversely affect anyone at any time. For this reason, everyone...
