Case Study – Separation and Divorce
Take control of your finances to secure a strong, independent future.
Lexie – Seaforth
Lexie was referred to us by a friend. She was going through a divorce and feeling overwhelmed about the financial settlement negotiations and the options being proposed to her.
Working with her accountant and lawyer, she wasn’t sure she needed another professional to help but she decided to proceed with an initial consultation.
We gained an understanding of her situation, what she wanted her future to look like and the different settlement options she was being offered.
We worked together to map out these options to assess the financial impact of each and held determine which gave her the best chance of secure her independence.
Jacquie – Buderim QLD
Jacqui was referred to us by her lawyer. She was going through a divorce and feeling overwhelmed about the financial settlement negotiations and the options being proposed to her.
She wanted to secure the future for herself and her kids.
To complicate things further Jacquie was also battling cancer, she had received a lump sum from the insurer which she needed to provide her with an income while she was unable to work.
We worked together to map out the settlement options proposed and assess the financial impact of each and how they positioned her for the future.
This helped her determine what was worth fighting for and what wasn’t. It gave her confidence in her financial situation and how she could meet her income and care needs while also securing the future for her kids.
Jacqui secured a financial settlement she was comfortable with. Unfortunately, she wasn’t successful in her fight against cancer, however she was able to leave a great legacy and financial security for her kids.
Find out more about how you can get your finances on track with your separation or divorce or schedule a complementary discovery call with us today.
Navigate your financial future with clarity and confidence.
Personalized advice empowers informed decisions, turning aspirations into achievable financial goals.
Get in touch with us
Book Your Discovery Call
Schedule a complementary discovery call today and experience firsthand how our trusted advisers can guide you through the big life decisions you need to make.
Whether you’re planning for retirement, investing in your future, or navigating complex financial landscapes, we’re here to help you balance your immediate needs with your long-term goals.