Sort out your financial issues

Step 2: Sort out your financial issues

This step focuses on the four issues of:

  • making a Will
  • reviewing your financial resources and plans
  • organising your finances so another person can help with their management
  • appointing someone to manage your finances on your behalf.

Worksheet 1.2: organising my finances

Complete the worksheet by downloading a blank copy and filling it in.


Make a will

Review your resources and plans

Organise your finances so another person can help

Appoint a decision-maker