Understanding Financial Considerations Package

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