18 results found.
Protecting our most vulnerable
Elder abuse can include neglect and mistreatment as well as financial exploitation. Financial abuse is the most common form of abuse. In most of these cases, a person who was in a position of trust either misused money, property or assets for their own benefit.
A lasting gift for people who are blind or have low vision
As the trustee of the State Trustees Australia Foundation, State […]
What’s up with your superannuation?
In order to grow your retirement savings you want might to you want might to look into potential tax benefits
There is no excuse for elder abuse
Elder abuse can have a terrible impact on the wellbeing of an older person.
Checking in on your credit card debt
Credit card debts can blow out if left unchecked, don’t get caught out
Ideas to drive your dollars further
We are living longer and healthier lives, anything you can do to save money today will better prepare you for tomorrow
The warning signs of financial elder abuse
Everybody has a right to feel safe, and it may be difficult for victims of elder abuse to talk about their situation.
Paying for your funeral in advance
Reduce the financial burden on your loved ones by paying for your funeral ahead of time
Preparing a deceased estate property for sale
This can be an emotional time for the family of the deceased especially if the property to be sold is the family home
Things to know about your estate and your will
If you don’t have a will, State and Territory laws determine who benefits from your estate
8 things to do to plan for tomorrow
It is the right time to take stock, do some personal housekeeping and live on
Things to consider when preparing to make a will
Consider the following before you set out to prepare and record your final wishes in your will
Be savvy and sort out your financial affairs
Leaving your finances in good will help your loved ones be financially prepared when the time comes
Working together – a client success story
With sound financial planning and expert legal advise we can help protect people before they become victims
New powers of attorney legislation
Game-changing legislation to ensure further protection for Victoria’s most vulnerable