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Attorney services financial management services help you if, due to your age or loss of capacity, you are no longer able to manage some or all of your affairs, or if you simply choose not to manage your own affairs for lifestyle reasons.
- pay your bills, including utilities, medical expenses, and retirement or nursing home costs
- manage your bank accounts
- find alternative accommodation, including a retirement or nursing home, and arrange the sale of a house if required
- manage your pension payments, including Centrelink
- manage your insurance needs, including medical and hospital
oversee the management of your investments
ensure your taxation affairs are looked after
maintain all your records and accounts.
Equity Trustees has acted under Enduring Powers of Attorney to protect clients when they lack the capacity to administer their financial affairs.
We appointed as your Attorney, Equity Trustees will work closely with you, your family members, guardians and/or case managers to ensure we act in your best interests at all times.