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Home Administration Services Offered - Helderberg Basin South Africa

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  • Marjorie Rothwell's Home Care Services Helderberg
  • 021 8553209 083 3819281

  • Home Administration Services Offered:
  • Home Administration and Finances not for you?
  • Are you past being able to handle your own Home Administration and Financial Affairs?
  • Do you live Overseas and need someone local to assist with the handling of the Home Administration and Financial Affairs of a loved one or friend?

  • A Qualified team of people handle Home Administration Tasks some of which are as follows:
  • Filing and management of the storing of important information
  • Filling in of forms to enable entry to a Retirement Facility or gain Medical Aid Authorization
  • Co-Ordination of activities to keep the will up to date and signed
  • Co-Ordination of activities to finalize a Living Will
  • Payment of accounts on-line or via Debit Order
  • Attend regular meetings with the Investment Advisor, either with, or without you
  • Track and give monthly feedback on the status of investment portfolio
  • Work out and track a monthly budget against expenditure
  • Tracking of Banking information and liaison with customer re banking activities
  • Manage the submission of annual tax return, either on line or via a Tax Practitioner
  • Assist with the gathering of information required by Tax Practitioner for Capital Gains Tax calculation after the sale of a property
  • Communicate, discuss and endevour to resolve all home administration issues
  • Going Overseas on Holiday
  • - We co-ordinate the activities required to keep the Home Administration in order while you are away
  • Living Overseas but have a loved one back home who needs assistance with Home Administration affairs
  • Manage the downsizing of the accommodation and subsequent transfer to a Retirement Facility
  • Cellphone Tasks:- Make a list of phone numbers that need to be transferred from old Blackberry phone to a new Lenova phone
  • - Capture list of phone number records into new Lenova phone
  • - Operating instructions required for new Lenova phone (bought in Malta)
  • Computer Related Tasks
  • - I have an new computer and need email set up on my computer
  • Winding up of EstateAfter Death:
  • Communicate with family members in order to furnish necessary information to the Administrators of the Estate so that the estate can be wound up in the shorted time period.
  • Clear the house, apartment or room after death

  • * I live in the UK and need someone to assist my mom, who is in her seventies and whose health is failing her, with her Home Financial and Administrative affairs.

  • * I am in my seventies and do not know what is going on with my my finances. I have in addition to my local bank account, a $USD bank account and I need someone to help me to understand the transactions on the Bank Statement. Could you please help me to work out a monthly budget?
Marjorie Rothwell (More ads from this seller)
User since Apr 2017
48 Published
4 Active
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Somerset West
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