Financial Management Service

Our Financial Management Service aims to improve the lifestyle and wellbeing of older people and to preserve their dignity and morale through competent management of their financial resources when they are no longer able to do so themselves.

 

This service is not a budgeting service, nor is it an investment service. 

 

Our clients:
 
  • Have limited cash assets; and

  • By reason of age related incapacity, is unable to handle their own financial affairs; and

  • Has no friend or appropriate family member to assist them with their financial affairs; and

  • Be at least 60 years of age.

 

This service:
 
  • Offers a personalised banking management service.

  • Pays monthly accounts on best terms to maximise discounts.

  • Liaises with creditors and budgeting services to negotiate terms of payment for those who find themselves in financial difficulty.

  • Applies for subsidies and allowances where applicable with agencies such as WINZ.

  • Visits clients to ensure that their needs are being met and monitors their ongoing care.

  • Arranges for the purchase of clothing and other personal essentials when necessary.

  • Liaises with rest homes, hospitals, relatives and friends of clients.

  • Delivers pensions.

  • Makes arrangements for funerals and funeral grants.

Contact us on 09-820-0184 to talk to our Financial Management Officer.

Registered Charity:

CC25023

 

© 2018 by Age Concern Auckland


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Call us:

Auckland

09-820-0184

Counties Manukau

09-279-4331

Find us: 

57 Rosebank Road, Avondale, 

Auckland 1026

PO Box 19542, Avondale, Auckland 1746

Cambria Park Homestead,

250 Puhinui Road

Papatoetoe 2025

PO Box 19542, Avondale, Auckland 1746

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Auckland

Counties Manukau

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