Ensuring your company meets the demands of an increasing senior wealth abuse environment and equipping your management team with current industry related subject matter and issue policy is essential. We offer an informed confidential consulting service with a focus on assisting your company gain knowledge and expertise for delivering a proper professional service, develop policy and enhance your learning program and practice management.
We assist with special projects, provide reports and relevant information for efficiently dealing with the alarming financial exploitation trend of senior and elder clients. Identifying situations and effectively helping assist valued clients minimises loss of valued senior clients and customers’ wealth. The outcomes demonstrated will be valuable and beneficial. Reducing risks for loss of clients, their savings and investments and therefore retaining and maintaining healthy loyal client relationships with an obvious duty of care and aligned values.
Our consultant is highly motivated to help you successfully consider and implement plans for wealth abuse prevention and the Consulting Service can also be coordinated with Training. We are known for delivering excellent, honest, current and reliable information to help your company lead with impact and enhance credibility with a sense of social purpose and community. Ultimately, improving customer service and gaining confidence of existing and new clients as a result.
Dedicated – We are just as motivated as you to protect your customers and clients, and we can help to enhance the professional skill-set of your management, advisers and support staff in dealing with situations - they become empowered, committed and driven to minimising senior wealth abuse, with a full understanding of 'The Signs' and why 'Prevention is Preferable'.
Expertise – Our consultant, Anne McGowan, has a high level of expertise in senior elder wealth abuse and preventative measures of value. With these strong skills, industry experience, and understanding your exact requirements, we can foresee problems to help you minimise or avoid them, where it happens on the front lines.
Knowledge – With our years of experience, education programs and tools, we are highly capable in predicting obstacles and identifying the most effective pathways to create certainty and confidence in your project delivery and outcomes.
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 planners, legal firms and aged care providers - any company involved with helping senior clients manage their finances, wealth management and lifestyle arrangements will benefit, and build safer environments for our senior communities.