Financial Advice and Legal Collaboration

As a collaborative practitioner, Mandy emphasises the importance of working closely with clients’ family lawyers to ensure a cohesive approach to financial advice. A collaborative practitioner is a professional who works in tandem with other experts, to address all aspects of a client’s situation in a coordinated manner. This collaboration provides a comprehensive understanding of both the legal and financial aspects of separation or divorce, facilitating more informed and effective decision-making.

https://www.collaborativeaustralia.com.au/

In addition to this collaboration, Mandy offers valuable financial projections based on various scenarios, helping clients visualise how their financial future may unfold. This service, provided with the support of their family lawyer, aids in planning and decision-making by illustrating potential outcomes and preparing clients for what lies ahead.

While a formal collaborative process with a Collaborative Family Lawyer is highly beneficial, it is not a prerequisite for Mandy to offer support. She is also well-equipped to assist clients and their family lawyers pre-settlement, focusing on educating them about the financial landscape and guiding them through the complexities involved. This approach ensures that clients are well-informed and prepared, setting the stage for a smoother settlement process and a more secure financial future.

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Thoughtful

We approach every client interaction with deep empathy and understanding, ensuring that your unique needs and circumstances are always considered. Our thoughtful strategies are designed to reflect your personal goals and provide solutions that truly resonate with your situation

Professional

Our commitment to professionalism ensures that you receive expert advice delivered with integrity and clarity. We maintain the highest standards of service, ensuring that all aspects of your financial plan are handled with care and precision.

Empowering

We strive to empower you by providing clear, actionable insights and guidance tailored to your specific needs. Our goal is to equip you with the knowledge and confidence to make informed decisions and take control of your financial future.

What we do

Free 30min Discussion

Schedule a phone call or a Zoom call with us and find out if we are a good fit for you

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