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...
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...
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...
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...
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...
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...
To apply for Membership please provide the following details.
Â
We value your privacy and certainly will not be clogging up your email inbox. Please enter your name and email details to receive Protecting Seniors Wealth original articles, blogs and Event invitations.
How we can help you? If you would like a call back, please add phone and brief message.
We value your privacy and certainly will not be clogging up your email inbox. Please enter your name and email details to receive Protecting Seniors Wealth original articles, blogs and Event invitations.