Dealing with Banks Package

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