Dealing with Banks Package

$125.00 (incl GST)

This package provides:

  • Practical information and tips to navigate banks and other financial institutions – so you can assist a loved one when needed
  • Key insights around transacting bank accounts (including opening / closing credit cards) on behalf of your loved one – so you can minimise frustration and wasting time
  • Potential pitfalls with electronic banking including auto debits for regular bills / accounts – protecting against loss of money and/or theft
  • Information and ideas on how to protect a loved one from fraud and misuse of personal data – minimising the risk
  • Handy list of documents to have on hand and questions to ask – ensuring you can do what needs to be done
  • Editable downloadable Checklist – for you to work through at your convenience

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