Divorce or Widowhood

Whether you’re going through divorce or the death of your spouse, it’s certainly a traumatic time. On top of your needing to heal, you’ll also need to be in control of your finances.

With an experienced financial planner, you can prepare for a life of financial independence and feel more confident about your future.

In particular, these large life changes can make you feel particularly vulnerable if occurring close to, or during retirement. 

Here is how we help our clients who find themselves suddenly single.

We’ll help you understand your position and possibilities.

The sooner we get started working together, the more clarity and confidence you have. 

We’ll assist you to understand your current position and help you understand what’s possible for your future. 

We’ll help you understand what lifestyle you can afford, so you feel comfortable to enjoy life as you wish.

Where you have decisions to make regarding your investments, such as shares or property or even the family home, we’ll help you navigate this and have clarity of the impact of each decision. You don’t have to do it alone.

During this time, many of our clients have had the following questions.

Do I need to sell the home and downsize? Is my super enough and invested appropriately? What should I do with the loan? Should I sell other assets? Is my retirement still on track? How much can I afford to spend each week?

We’ll give you clarity on the above topics, and any other areas of your finances you need assistance with. 

We’ll also work together with your solicitors and accounts, to make things as easily as possible for you. 

Whatever challenges you may be facing, rest assured that we’ve helped many people in similar situations, who are now thriving and enjoying life. We’re here to help you with your finances, so you can also focus on your health and healing.