Guide
Curatorship vs. Administration: What South African Families Need to Know
The two SA legal routes for financial protection when a loved one can no longer manage their affairs – explained in plain English.
Resources
Guides, FAQs & news.
Plain-language answers for residents, families, estates and professionals – and updates on what we're learning.
Guides
Policy
POPIA and Your Financial Data: What Money Carer SA Does to Protect You
How we handle personal information, and the safeguards that sit behind every conversation, statement and payment.
For families
Choosing the Right Level of Financial Support for a Parent in a Retirement Estate
A short decision guide for adult children weighing up when to move from informal help to a formal service.
These guides are in preparation and will be published here shortly.
Frequently asked questions
Residents & Families
Do you replace my existing bank?
No. We work alongside your existing bank account, adding oversight, bill-payment coordination and a concierge contact.
Will my family be kept informed?
Yes – with your consent, we can share regular reporting with nominated family members and give them a single point of contact.
What happens if my needs change?
You stay with the same trusted team. We simply grow the level of support, from concierge banking through to curatorship administration if it's ever needed.
Retirement Estates
How do estate partnerships work?
We offer an opt-in, branded or co-branded resident service. Residents choose to sign up; the estate keeps its focus on community, not financial admin.
Does this replace estate management?
Not at all. We take the financial and medical-aid questions off your team's desks so they can focus on residents' day-to-day care.
Legal Professionals
Do you replace the curator?
No. We provide the day-to-day financial administration capacity that supports the curator or administrator in fulfilling their duty to the Master of the High Court.
Can you help prepare annual accounts?
Yes – meticulous record-keeping and audit-ready reports are central to the service.
Medical Schemes
How can Money Carer help our elderly members?
We can be your reliable point of contact for premium continuity, claims disputes, and up-to-date member information.
Let's talk about the right level of support.
Our concierge team will listen first, then help you find the right starting point.
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