Appendix 5 Summary table 

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Appendix 5 

Target group Barriers to financial literacy Life-stage needs Strategies
Carers
  • Lack of targeted, reliable information about entitlements from income-support agencies
  • Lack of respite care to attend courses
  • Isolation
  • On first becoming a carer
  • On birth of disabled child
  • Peaks to work with the Australian Government to develop options for financial education modules.
  • Materials to include information on carer's entitlements
CALD women
  • Cultural attitudes to managing finances
  • Basic literacy and numeracy in English
  • Lack of information in community languages
  • In first two years of settlement
  • Peaks to work with the Australian Government to develop options for financial education modules
  • Materials to include information in community languages as required
  • Undertake search on financial education materials already developed by state-based groups for newly-arrived refugees and migrants
Older women
  • Learning to deal with finances following death of spouse
  • Confusing information and advice on investments
  • Confusion over range of financial products & services
  • Pre-retirement
  • On death of a spouse
  • When investing in a retirement village
  • On spouse's retirement
  • Peaks to work with the Australian Government to develop options for workshop topics and financial education modules on specific topics
  • Work with state-based groups (e.g. National Seniors) on the development of workshops and seminars
Women with disabilities
  • Lack of reliable information on entitlements
  • Lack of suitable transport
  • Lack of information in Braille, tape and pictograms
  • When requiring advice on trusteeships
  • At school
  • Peaks to work with the Australian Government to develop options for workshops on topics of concern to women with disabilities
  • Provide information in a range of formats suitable for women with cognitive, sensory and physical disabilities
  • Work with disability service providers to include financial information in living skills programs
Rural women
  • Discriminatory attitudes from banks
  • Costs of travel to access services
  • Unreliable Internet access
  • On sale of farm
  • On birth of child
  • Peaks to be consulted to develop options for workshop topics and financial education modules on specific topics
Single mothers
  • Lack of reliable information from Centrelink
  • Lack of child care to attend courses
  • Economic marginalisation
  • On separation and divorce
  • On birth of child
  • Peaks to be consulted in the development of options for workshop topics and financial education modules on specific topics
Indigenous women
  • Lack of role models when growing up
  • Lack of reliable information from Centrelink
  • Lack of culturally appropriate financial information
  • Information at school
  • On birth of a child
  • Peaks to be consulted in the development of options for financial education modules.
  • Develop culturally appropriate information on financial issues. Australian Government Indigenous programs to explore outcomes from financial education programs in order to learn from these
  • Use Indigenous facilitators to develop and deliver programs

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