Financial senior abuse is a serious issue. When situations present they can be complicated and can vary considerably, as does each business who help seniors manage their finances. A tailored plan for your professional team will benefit practice management.
Wealth abuse can often be avoided if dealt with efficiently and promptly. Professionals are in a unique position to assist valued clients, and having a plan designed and prepared can equip your professional and management team with crucial reference material.
Current relevant knowledge is essential for your management in order to deliver an informed professional service. Effective situation management as well as identifying situations minimises the risk of losing valued clients and their investments.
Development of procedures and policy, along with a training and reference program are important projects for management to undertake. Our specialist consulting assist with these initiatives along with special projects, providing reports and producing tailored programs.
The benefits will soon be obvious as having the right tools assists to protect clients from financial abuse, along with their savings and investments, retaining and maintaining healthy loyal client relationships with an obvious duty of care and aligned values.
Our excellent professional reputation for providing confidential services are motivated to assist your company implement plans with ease for your wealth abuse prevention program. Building credibility and gaining confidence of existing and new clients as a result.
Dedicated – We are as motivated as you to protect your clients, and we can help enhance the professional skill-set of your management, advisers and support staff in dealing with situations - they become empowered and informed to detect and prevent senior wealth abuse.
Expertise – Our consultant's high level of expertise in senior and elder wealth abuse and preventative measures are of value. With these strong skills and industry experience, we can assist to foresee problems and help avoid them, where it happens - on the front lines.
Discipline – We know how to work with a challenging environment and the changing needs of our rapidly growing senior community, whilst maintaining a focus on solutions and meeting critical milestones to ensure effective delivery and accountability.
Our Consulting Service is ideal for banks, financial advisers, legal firms and aged care providers - any company involved with helping senior clients manage their finances will benefit, building safer environments for our senior communities.