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Relationship Breakdown

We help you by developing a budget based on your income, advice on estate planning.

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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

  • 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

  • Review your financial situation after your divorce settlement or separation
  • 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
  • Advice on your estate planning such as wills and power of attorney

What to do next

If you need help taking the next step, contact us today.

Disclaimer:
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
 

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