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Plan the Future

Collecting information and making a plan will help you achieve the future you want. Health, income and values will all play a part in decision making, but here are some things to consider:  
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
How to make a will
Checklist for writing a will
Advance Care Planning
Advance Care Planning (or ACP) is the process of thinking about, talking about and planning for future health care and end of life care.
"Living for today, planning for tomorrow" Link to video

Enduring Power of Attorney
Naming who you want to look after your affairs if you are no longer able

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


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