How we work with you
Our Counsellors will work with you to determine your priorities, help you set goals, and keep you on track to achieve these goals.
We follow a case management approach to financial counselling. Case Management is a term used to describe the process of assessing your situation, planning strategies, goals and actions, implementing your plans, and monitoring achievement of your plans.
Case Management Model Flowchart
Initial Contact |
---|
Client contacts our service and an appointment is arranged either on-farm or at another suitable location |
Assess your Situation |
---|
The Counsellor will discuss your concerns and make an assessment of your financial situation If you wish to progress with our service past the initial assessment then a Client Services is required to be signed |
Develop a Plan |
---|
Work with your counsellor to develop an initial Action Plan – What? Who? When? Plan your goals, actions and strategies – these may be both short and longer term Identify the key people, family, professionals etc. Set timeframes |
Implement and Monitor your Plan |
---|
Your Counsellor can work with you over a period of time to monitor your progress in achieving each of your goals and objectives |
Conclusion |
---|
Once you feel you have achieved your goals, your file may be closed, however if your circumstances change you are welcome to contact us again |
We’re here for you
Schedule an appointment with our Counsellor today
Financial Counselling
Empowering our clients to make better business decisions
We can assist you to better understand your financial position and help develop strategies to improve your farm or business
Other Services
We are here to help
We provide access to Government assistance, industry and professional support programs, as well as information and referrals to assist you with managing personal stress