Explore stories to understand how we make a real difference in our clients’ lives. These examples reflect our commitment to supporting not just their financial needs, but also their overall well-being. Our team is dedicated to providing service with empathy, respect, and integrity.
Names and images have been changed to protect client privacy.
2024-2025 Annual Report Stories
Margaret, a Public Trustee client for just under a year, recently received almost $100,000 in back payments, thanks to the
dedicated work of her Client Account Manager.
Sometimes you just need a hand to get back on track. That’s what happened when Victor became unwell, and his family realised they needed help to get on top of overdue bills and confusing Centrelink letters.
We helped Jason build his confidence through our Financial Independence Pathway, so now he can make his own money decisions.
Losing a loved one is hard. Having support to guide you through this difficult time can help.
2023-2024 Annual Report Stories
Supporting Shane get the income he was entitled to receive
We helped Shane correct an error with Centrelink that led to $64,000 in back pay. This newfound financial stability gives him the chance to buy his own home and gain independence.
Hazel achieves financial independence
Hazel’s journey from support to independence is inspiring. After years of our support, she confidently managed her finances and had her order revoked. Celebrate Hazel’s journey with us.
Supporting Mr Lane to find comfort and closure
Mr Lane faced challenges after losing his wife and needed support. We helped him honour her memory with a heartfelt plaque, giving him a place to visit and find comfort. Learn more about his journey and other clients we have supported.
From Financial Abuse to achieving dreams, Fara’s Story
Fara’s journey was supported by her Client Account Manager. With a solid savings plan, Fara’s dream of swimming with dolphins came true, and she gained valuable financial skills along the way. Find out how we support Fara and others.
Public Trustee’s persistence to gather financial stability for Elsie
Elsie faced financial hurdles after moving to aged care. With our help, we secured a tax-free income through Downsizer contributions ensuring her financial stability and peace of mind. Discover how we helped her and how other clients rate our services.
Developing solutions to support David keep what is important
With our help, David kept his family home and secured the financial support he needed. Read his story and see what our clients have said about our services.
Supporting Kosta and his family through financial challenges
Faced with mounting debts and medical challenges, we helped Kosta and his family find financial relief. This allowed them to focus on what truly matters. Read his story and how we have helped other vulnerable Tasmanians.
*All names and images have been changed to protect clients privacy.