our services
divorce, separation

Managing a divorce

Divorce can be an extremely unsettling time of your life. We help our clients make decisions regarding their settlement, feel financially secure within their new circumstances and uncover future life goals for them and their children.

On thing our clients going through divorce have in common, is that they are all driven to become financially independent and have financial security. Working closely with our experienced financial advice team, we stand beside you and create a personalised plan that not only helps assists you to make pressing financial decisions but also sets goals and puts plans in place, for a new life designed by you.

Life will inevitably be very different, having a strong, trusted adviser an help you to manage the changes with confidence with be the key to your Financial Wellbeing while aligning your financial roadmap to your life goals and achieving what you want out of life will certainly help with your happiness. Some things you may consider post settlement where we can help:

  • Address the change in household income and review cashflow structure to help you to feel secure that you will have enough money, while also giving you freedom to enjoy life now.
  • Refinancing your home, finding a new home to buy or renting? We model the options to make sure you feel confident in your decision.
  • Adjusting your investment portfolio and super to your individual risk profile.
  • Reviewing your insurance cover so you feel protected should something happen.
  • Making plans for a fresh future! Now is the time to create goals, big and small, short and long term! What does your version of My Good Life look like? Travel, study, entertaining. We put the plans in place to make it happen.
  • Adapting the plan as your landscape changes.

Could you do with some help navigating life after divorce?

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cashflow advice, cashflow management

Cashflow coaching

Cashflow coaching

Take back control of your finances through cashflow management
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superannuation, investing, portfolio

Superannuation advice

Superannuation advice

Learn how your super fund is performing and what fees you're paying
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Cashflow for families

Cashflow for families

Strategies to navigate maternity leave, school fees and more
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mortgage broking, refinancing

Lending advice

Lending advice

Leave negotiating with the banks to us
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divorce, separation

Managing a divorce

Managing a divorce

Understand what decisions to make in your settlement and feel financially secure
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investment advice, investing, portfolio, diversification

Investment advice

Investment advice

Tailored investment strategies to suit your goals and risk profile
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retirement planning, transition to retirement

Retirement planning

Retirement planning

Maintain your lifestyle and ensure your money lasts throughout retirement
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Insurance advice

Insurance advice

Insurance advice

Be prepared for when the unexpected happens
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inheritance

Receiving an inheritance

Receiving an inheritance

Minimise taxation and maximise profit from your inheritance
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Capital preservation

Capital preservation

For when playing it safe is the best option
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mortgage broking, lending, loans

Mortgage broking

Mortgage broking

Leave negotiating with the banks to us
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redundancy

Redundancy advice

Redundancy advice

Understand your options and make your redundancy payout work for you
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debt management

Debt management

Debt management

Let us create a plan to ensure that bills and debts don't get the best of you
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relocation

Relocation planning

Relocation planning

Specialist advice for those moving in or out of Australia
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goal setting, success, future planning

Future planning

Future planning

We'll map out your life goals and help you understand how you can reach them
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estate planning, will, power of attorney

Estate planning

Estate planning

Get your personal and financial matters in order
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