Jason lives with a disability and knew he needed support, but for a long time, people assumed he
couldn’t manage his own finances. As a result, Jason lost confidence and felt shut out of managing his
own life. He was also prone to financial exploitation, which made it even harder for him to feel in control.

Due to the risk of financial exploitation, the Public Trustee were appointed as Administrator to
support Jason.

Jason was matched with a dedicated Client Account Manager who took the time to understand his
wishes and current challenges. Together, they identified that Jason wanted to take control of his
finances and worked on a plan to make that achievable.

Through the Public Trustee’s Financial Independence Pathway, his Client Account Manager supported
him one-on-one. Together, they took small steps, learning about bills, budgeting, and how to make
everyday financial decisions.

There were challenges along the way, but Jason’s Client Account Manager provided steady, respectful
support that provided him with information in a way he could fully understand. Over time, Jason began
setting goals, asking questions, and making his own decisions with growing confidence.

Earlier this year, Jason and his Client Account Manager agreed he was ready to take the next step. They
completed the paperwork to end the administration order. His Client Account Manager presented
evidence of his progress to the Tasmanian Civil and Administrative Tribunal. The order was lifted.

Today, Jason manages his own finances and makes informed decisions about his money. Most importantly, he understands his rights, feels empowered, and knows how to seek support if he ever needs it.