Is a client concerned about managing their finances in later years? Do they know someone who is? Are they living overseas? Are they struggling to help a family member or friend with their finances? If so, then perhaps we can help.

Our financial management services can help a client if, due to age or loss of capacity, they are no longer able to manage some or all of their affairs, or if they simply choose not to manage their affairs for lifestyle reasons. We can:

• pay their bills, including utilities, medical expenses, and retirement or nursing home costs
• manage their bank accounts
• find alternative accommodation, including a retirement or nursing home, and arrange the sale of a house if required
• manage their pension payments, including Centrelink
• manage their insurance needs, including medical and hospital
• ensure their taxation affairs are looked after
• maintain all their records and accounts.

How we work with you

A client can appoint us as their attorney or they can nominate us under an enduring power of attorney. We work in partnership with you to ensure you maintain the relationship with the client.

For more information about our financial management services, please call us on 1800 882 218.