Times of change and challenge will inevitably come through life - so an ongoing partnership with a good financial planner will help you rethink, reshape and adapt during such times.
Our firm has come to specialise in helping clients through stressful life changes such as losing a partner to death or divorce. In addition, we have a deep understanding of the impacts of a family member affected by disability or poor health, and the need to focus on new and different priorities which come about in such situations. A cookie-cutter approach will never do.
Our services may begin with supporting our clients through the divorce process, and then evolve into new services as we step in to fill the new void of managing your finances. For some, this may be to act as a sounding board. Others require us to be more hands on and become a “Personal CFO” or “Money Husband”, where we find solutions and act on your behalf to get things done for you.
In the area of disability, there are additional reporting requirements including Centrelink, tax, NDIS, and supported living arrangements. We have the capability to support you on a one-off basis or on an ongoing basis, and in doing so provide relief from the administration, and give you peace of mind, knowing that the practical aspects of you and your family’s situation are taken care of efficiently. We give you the freedom to focus on what is really important to you.