Direct financial management

NSW Trustee & Guardian provides financial management services to people who have a disability that affects their capacity to make decisions. This may be due to mental illness, brain injury, intellectual disability, dementia or other disabilities. When we make financial decisions on behalf of others we consider the overall best interests of the person. We take into account a person’s:

  • immediate and long term needs
  • income, available assets
  • family commitments
  • previous lifestyle.

We also carefully consider the views of the person, their family and other people important in their life in the decision making process.

For further information follow the links below. Fact sheets in different languages are available for financial management clients in the translated resources section.

Substitute Decisions - how we make decisions for clients

Feedback, Complaints and Review of Decision

Services for Clients

My Budget and Money Plan

Fees for FM Services

Services for Professionals

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Financial Management Information Handbook
This comprehensive booklet details helpful information for our financial management clients. PDF file size is 2.9 MB.
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