Specialist Consulting

Financial senior abuse is a serious issue facing our society and the service industries who help seniors manage their finances. An Expert Consultant can assist corporations with training programs, producing reports, development of procedures and policy.

The benefits for professionals and management are many and directly contribute to long-term client retention. Relevant knowledge is essential in order to deliver an informed professional service and minimise the risk of losing valued clients and their investments.

Our specialist consultant can assist with special projects and programs, and the benefits will soon be obvious, as effectively assisting clients to deal with situations results in maintaining loyal client relationships with an obvious duty of care and aligned values.

Maintaining an excellent professional reputation our confidential consulting service is motivated to assist corporations to develop and implement plans with ease, that ultimately build on credibility and gain the confidence of existing and new clients as a result.

Dedicated – We are as motivated as you to protect your clients, and can help enhance the professional skill-set of your management, advisers and support staff in dealing with situations - they become well informed to help 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.

Our Consulting Service is ideal for wealth accountants, financial advisers, public accountants, legal firms, banks, and aged care providers - any service provider involved with helping senior clients manage their finances will benefit and help valued clients.

Your plan to assist and protect valued seniors and their wealth is now relevant and prudent