How can the Financial Protections Service help me?
The community worker can have a chat with you about protecting your finances in later life. This service is free. You can make an appointment with the community worker to give information sessions at outreach locations and set up a ‘chat space’ afterwards. Information for individuals can also be provided over the phone. Practical assistance to connect with financial services can be provided. Free membership to the National Seniors Financial Literacy Service is available to certain individuals.
The Financial Protections Service does not offer financial advice or financial assistance (such as emergency payments). It does not make referrals to services that have business interests.
Who can the Financial Protections Service help?
The Financial Protections Service is a service for individuals who are thinking about later life, and want to chat about financial decisions that need to be made or about concerns they have about how to protect their finances.
The service is also for groups. The community worker delivers free financial information sessions at various locations in Brisbane. At those locations, the community worker can have one-on-one discussions in person.
The Financial Protections Service also operates at other locations throughout Queensland, which are listed at the bottom of this page.
Free financial information
The Financial Protections Service can help you with common areas of financial decision making we all face at some point. These are:
- accommodation planning, covering aged care and home care
- budgeting and managing expenses and debt
- retirement planning covering superannuation, equity release products, credit and loans in retirement
- wills and future planning for your financial affairs and health care decisions
- co-living and family agreements about care and assets
- loans, guarantees and other agreements about money.
The Financial Protections Service has published a range of useful factsheets to provide you with extra information.
To book an individual or group information session, contact our community worker Wendy Revell on (07) 3214 6333 or email Wendy at firstname.lastname@example.org.
A 2020 schedule of dates and locations for information sessions is available here.
Locations for the Financial Protections Service throughout Queensland
Acknowledgement of partners
The Financial Protections Service is funded by the Queensland Department of Communities, Disability Services and Seniors.
The service has partnered with the National Seniors Financial Literacy Service, an independent financial information service operated by National Seniors, which aims to improve retirement information available to older Australians.
The Financial Protections Service has been developed by Caxton Legal Centre and Townsville Community Legal Service in consultation with the Financial Counsellors’ Association of Queensland.