Sample intake information - Financial Counselling Program Skip listen and sharing tools Listen Collect client’s demographic information Sex Age Postcode Language spoken at home (Cultural and Linguistic Diversity (CALD) Status) Aboriginal and Torres Straight islander (ATSI) Status Household type Income source Income level including household income Causes of financial difficulty for example credit card debts, job loss, unpaid fines etc What are the client’s concerns? What are the client’s specific debts? Is the client current with repayments or have they defaulted on debts? Has the client been issued with legal proceedings? Does the client have a complaint or issue with the handing of their issue? What actions has the client taken regarding their issues? Family breakdown Family violence Mental illness Problem gambling Substance abuse Consider information about the client’s financial circumstances Income source Income level including household income Causes of financial difficulty for example credit card debts, job loss, unpaid fines etc Consider information about the client’s current financial problem What are the client’s concerns? What are the client’s specific debts? Is the client current with repayments or have they defaulted on debts? Has the client been issued with legal proceedings? Does the client have a complaint or issue with the handing of their issue? What actions has the client taken regarding their issues? Consider relevant information concerning the client’s broader circumstances Family breakdown Family violence Mental illness Problem gambling Substance abuse What actions has the client taken regarding their issues? Does the client have a complaint or issue with the handing of their issue? Back To Top