Financial planning to navigate divorce
Financial advice for a new life and a brighter future
The end of a long-term relationship brings a variety of emotions, but in this highly turbulent time, it’s important to consider your financial wellbeing, too. The decisions you make today regarding financial settlement and how you manage your money following this settlement can shape your financial well-being and that of your children, today, tomorrow and into the future.
A financial strategy made for you and your life goals
A separation can see the best-laid plans thrown into disarray, and we understand that it can be one of life’s most challenging experiences. But you are not alone.
We can help you to:
Prepare for a new financial future
Reset goals and your plans to achieve them
Evaluate loans and payment options
Review superannuation and investments
Update insurances and state plans
Protect and grow your finances
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
Divorce FAQs
How can I navigate the financial aspects of divorce?
Most couples don’t plan for divorce, but the fact is, one in three marriages in Australia end. It’s a financial stress that most people aren’t prepared for, but when it does happen they want the process dealt with swiftly. There are no winners in a marriage breakdown, but you do need to take the time to set yourself up financially for the future. The last thing you want is to look back in five years’ time and realise you short-changed yourself.
Won’t my legal representation help with the financial aspect?
Your lawyer will help you negotiate a settlement with your ex-partner based on applicable laws. A financial planner will help you understand any settlement in the context of your lifestyle and goals, and how it could impact you today and tomorrow.
At what stage of my divorce should I see a financial planner?
It’s best to seek expert financial advice before your settlement is agreed so that you can approach any legal discussion with a complete understanding of what it will mean in the context of your individual financial and life goals. However, a planner can still help you to reset your goals and plan for your financial future if your settlement has been reached.
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