Lifestyle Management

Retaining your independence and autonomy

As the years progress, your decision-making capacity may need additional support to retain your personal autonomy. KMT Partners’ Lifestyle Management is designed to provide the guidance you need.

Capabilities

As your decision-making capacity declines or is challenged by illness, disability or age, many people are seeking a way to maintain their personal and financial autonomy. While some family members step into this role, KMT Partners has established a Lifestyle Management service to relieve family pressure or mitigate the risk of elder dependency or abuse. Our Lifestyle Management service is designed to:

  • Establish a governance framework, appropriate performance measures and administrative support mechanisms to assist you to manage your home, assets and independence
  • Budget services – wealth reviews, cash management, analysis of short- and medium-term liquidity requirements and long-term objectives.
  • Concierge services:
    • Facilitate connections to NDIS providers, health and home services while supporting related administration
    • Handling your mail, setting up automatic billing and ensuring cash flow is available as and when required.