Organising your money

Help to figure out your goals, retirement savings and how to make it happen

Making a will

Providing for family and stating how you want your affairs managed after you're gone

General information, write a will online

Checklist for writing a will

Advance Directives, Living Wills and Questions of Competence

Making choices now about possible health care decisions in the future

Enduring Power of Attorney

Naming who you want to look after your affairs if you are no longer able

Family Trusts

Protecting family assets by placing them in trust for the future. How they work and costs.

Pre-Paid Funeral Trusts

Put money aside to pay for a funeral and related costs

Gifting and Residential Care

Allowable gifting if you plan to apply for Residential Care Subsidy

Acting as guarantor

Agreeing to repay someone else’s debt if they cannot