Our Unique Approach
Why work with us?
Comprehensive Financial Advice
This involves a Comprehensive approach to managing your finances, addressing all aspects of your financial life in a cohesive and integrated manner. This means looking beyond simple investment or savings strategies to include every element of your financial situation, such as budgeting, debt management, retirement planning, insurance needs, and estate planning. By understanding your unique goals, challenges, and aspirations, comprehensive financial advice ensures that each piece of your financial puzzle fits together seamlessly, creating a clear path towards achieving your overall financial objectives.
Learn moreSeparation / Divorce
Navigating the financial landscape after a separation can be challenging, especially when the future looks very different from how one once envisioned it. Facing the daunting process of making financial decisions alone can be overwhelming, particularly for those who have had limited experience managing finances independently. This transition often brings about a need for new strategies and a clear vision for the future.
Learn moreFinancial 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.
Learn moreWork with us client centred approach
Navigating your financial future during a separation can be daunting, especially when stress is high. Financial concerns often become a significant obstacle in achieving the right property settlement, particularly if money issues existed prior to the separation. This can place a heavy burden on separating couples, who are already feeling vulnerable.
Learn moreWomen's Financial Support
Financial Empowerment
Supportive Guidance
Free 30min Discussion
Schedule a phone call or a Zoom call with us and find out if we are a good fit for you