Understanding Financial Considerations Package

$125.00 (incl GST)

This package provides:

  • Important information about financial considerations – what you need to know and why
  • A list of questions to guide information gathering and to locate financial documents – from bank account details and credit cards to superannuation and investments
  • Practical tips around managing day-to day financial needs for your loved one – giving you peace of mind and protecting their personal and cyber safety
  • Support to help loved ones stay remain financially independent
  • Prompts for discussions with loved ones and the family – makes starting the conversation easier
  • Handy list of financial documents you need to locate – saving you time and taking the hard work out of knowing what to ask and look for
  • Editable downloadable Checklist – for you to work through at your convenience

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