Being appointed as someone’s Power of Attorney can feel like an honour—but it’s also one of the most legally and emotionally complex roles you can take on. In this episode, Nathan and Jordan dive into what it really means to manage another person’s finances, especially when that person is vulnerable or in care.
They unpack the tricky balance between honouring someone’s wishes, acting in their best interests, and avoiding conflicts of interest.
With real-world examples, including the emotional toll of family care, they highlight the grey areas where good intentions can land people in hot water. Whether you’re already in this role or helping someone prepare for it, this episode will help you navigate the responsibility with clarity and care.
Nathan:
Jordan:
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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