Additional benefits included in your mental capacity assessment....*


Montreal Cognitive Assessment

The MoCA test is used in 200+ countries around the world.

All of our Social Workers are specially trained and accredited to complete the Montreal Cognitive Assessment. 

This additional assessment allows us to provide evidence of whether there is or isn't an impairment of the mind or brain at the time of assessment. 

The MoCA can be beneficial in situations such as testamentary capacity where a client's will is likely to be contested, he MoCA can provide evidence, on the day, that there was no identifiable impairment of the mind or brain. This additional assessment further strength to a testamentary capacity assessment.


Financial Decision Tracker 

The Financial Decision Tracker (FDT) is our base assessment and looks at choice, rationale, understanding, and appreciation of a financial decision in the context of the client's values. This short assessment helps to identify whether there is cause for concern and if so, whether a more comprehensive assessment is required. 

Completion of the assessments allows us to create an individuals risk rating scale 

* Inclusion of a MOCCA or FDT is dependent upon each unique clients needs.