NSW Trustee & Guardian is my financial manager

When we receive a financial management order, we appoint a dedicated team to help you:

• provide for your own maintenance and of any dependants

• make a budget

• pay bills

• provide for the maintenance of any real estate and other property

• buy things that you need.    

We will set up and manage a bank account for you – this is called a trust account.

It will be in your name with its own account number.

All your money will be paid into this account, including: 

• any savings you have

• money you earn from your job

• government benefits and other payments you receive.

When we make decisions on your behalf, known as ‘substitute decision making’, your interests are our main focus.

We will contact you, your family, close friends or guardian about decisions, depending on the type of decision. 

To understand your financial needs, we will ask you to complete an Customer Information Form – Customer.

• You can fill this out yourself or have your family, close friends or guardian help you

• You may wish to talk about the form with your family, friends, advocate, support worker and/or doctor.

There are many ways we help you manage your financial and legal affairs, depending on your financial management order.

These include:

• helping you manage your day-to-day spending

• developing a budget and savings plan for you

• paying your bills and setting up regular payments if required    

• ensuring all money paid from any job you have is received on your behalf    

• contacting your financial and legal institutions     

• confirming details of all your assets including your money   

• requesting copies of any insurance policies    

• finding out if your tax is up to date

• finding out if you owe any money

• protecting your assets and legal rights.