Organising Money for the Future
Build progressive financial capability through organising money for the future, moving from understanding to confident application.
5
Lessons in this module
Create an Asset and Debt List
Create an Asset and Debt List means understanding the complete financial effect, comparing alternatives, and choosing an action that supports both current responsibilities and longer-term goals.
Understand Wills and Beneficiaries
Understand Wills and Beneficiaries means understanding the complete financial effect, comparing alternatives, and choosing an action that supports both current responsibilities and longer-term goals.
Plan Access to Important Records
Plan Access to Important Records means understanding the complete financial effect, comparing alternatives, and choosing an action that supports both current responsibilities and longer-term goals.
Choose Trusted Decision Makers
Choose Trusted Decision Makers means understanding the complete financial effect, comparing alternatives, and choosing an action that supports both current responsibilities and longer-term goals.
Review the Plan After Major Changes
Review the Plan After Major Changes means understanding the complete financial effect, comparing alternatives, and choosing an action that supports both current responsibilities and longer-term goals.
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