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The Dynamics of Preventing Financial Senior Abuse

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...

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World Elder Abuse Awareness Day

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...

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Fake ATO Scams

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...

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Investor Protection Trust Forum

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...

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Shining a light on the dubbed Inheritance Impatience

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...

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