Guides
Practical, plain-English guidance to help you plan ahead.
Keeping your money safe
A Simple Guide to Financial Safety
What financial abuse looks like, the warning signs worth noticing, and who to call if something about your money does not feel right.
Ten Minutes a Week to Safeguard Your Financial Independence
A weekly habit that takes ten minutes: check what came in, what went out, and whether anything surprises you. Found early, most problems are a phone call.
Protecting Against Scams and Identity Theft
How to check your credit report free every three months, recognise the signs of a scam, and know exactly who to ring if something has happened.
Where to Get Help
Free and confidential services in New South Wales — for an emergency, for money moving right now, and for when you only want to ask whether something counts.
The people who help you
Choosing Someone to Help With Your Money
The difference between a supporter and an attorney, the questions to ask yourself before choosing either, and the traps in how you give someone access.
Setting Clear Rules for Your Supporters
How to decide when help begins, what your supporters may do without asking, and what they must always come to you about first.
Telling People About Your Plan
Who needs to know what — your attorney, your guardian, your executor and your family — and how to raise it without it becoming a difficult conversation.
Putting it in writing
Making Your Master List
One page recording where everything is: your banks, funds, insurers and documents. It holds no account numbers, no balances and no passwords.
Cancelling a Power of Attorney or Enduring Guardianship
You are allowed to change your mind. How to cancel an appointment properly in New South Wales, and what to do first if the authority is being misused.
Getting Your Legal Documents in Order
The four documents to have ready, who to appoint to each role, and the safeguards worth building in before anything is signed.