In the midst of all the emotional turmoil caused by separation and divorce, there are also financial issues to contend with. At such a time of monumental change, how do you take control of your finances and get organised so you are appropriately protected?

Common questions to consider

Some questions you may wish to consider include:

• How do I start to become financially independent?
• What government benefits am I entitled to?
• Am I eligible to a part of my ex-partner’s super?
• I have children and I’m the primary breadwinner. What are my financial commitments?
• Will I need to get my own life insurance?
• Do I need to change my Will?
• What should I do with my divorce settlement?
• Where can I go to get more help?
  

  

How we can help

If you divorce it’s wise to reassess you financial situation and goals.

We can:

• Review your financial situation after your divorce settlement.
• Help you set new financial goals.
• Identify your income and financial commitments.
• Develop a new budget and plan to achieve your new goals.
• Review, recommend and organise appropriate insurance for you and any dependents.
• Review your superannuation and retirement savings.
• Recommend ‘catch up’ strategies for retirement savings if you need it.
• Review your finances to see if you are entitled to any social security benefits.
• Recommend if you need to meet with a solicitor to create or update a Will.

 

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Life happens Don’t let it take you by surprise

FREE PDF Downloads

We don’t always know the best way forward when big life events happen. Dealing with major financial questions around inheritance, having your first child, or planning to care for a frail relative can be complex and confusing. To access just click on the topic of interest’s heading link or picture of the PDF you would like.

Getting expert help  With expert financial advice, you’ll have help to reach your goals. We take the time to get to know your circumstances and what’s important to you. And we create a plan that’s tailored just for you.  Talk to us today.

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