First Steps

Improve care team collaboration. Empower clients to control who sees their information, breaking down silos between providers for better-coordinated, person-centred support.

Facing a dementia diagnosis? Get a compassionate, step-by-step Australian guide to initial legal, financial, and care planning while prioritising dignity and personal choice.

Overwhelmed by life admin? Our simple Australian guide reveals the first five critical steps to organise for immediate peace of mind and family security. Start taking control today.

Through authentic stories from real families, this article powerfully illustrates the consequences of delay. One family shares the confusion and conflict that arose when a parent’s financial wishes were unclear. Another recounts the comfort found in a pre-recorded message after a sudden loss. These narratives move beyond theory, showing how proactive planning transforms potential family trauma into managed grief and clear guidance. The common thread is regret for not having conversations sooner. These testimonials make a compelling case that legacy planning is an urgent act of care—not for a distant future, but for the unpredictable nature of life itself.

Overwhelmed by the idea of legacy planning? This guide is designed for absolute beginners. We show you how to achieve meaningful progress in just your first half-hour. Start by capturing one key memory or life lesson you want to share. Next, document a single, clear healthcare preference. Finally, upload one critical document, like your will or passport. This focused approach proves that starting is the hardest part, and even small actions provide immediate relief. You’ll leave with a tangible foundation in your secure vault, a clear sense of accomplishment, and the confidence to continue building your legacy piece by piece, without pressure.