Blog & News
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 a concept called “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 should...
Elder Financial Abuse and Undue Influence
How does Elder Financial Abuse and Undue Influence occur? Is there a Law against elder financial abuse? The answer is a definite YES! It's called Undue Influence. This Law was judicially introduced about 100 years ago to effectively deal with elders being taken...
The Veritable Epidemic of Wealth Abuse of The Elderly
In all honesty, until a couple of years ago I was unaware of the extent that so many of our lovely ageing senior people are either abused, coerced or harassed by unscrupulous individuals. They exploit them to gain access to their assets - their house or money. Even...
