Services

Our Unique Approach

Why work with us?

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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.

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Separation / 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.

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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.

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Work 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.

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Women's Financial Support

In our practice, we are committed to enriching the lives of women, recognising that their financial experiences often differ significantly from those of men. Many of our female clients have never managed their own finances or made significant financial decisions. The end of a relationship brings not only emotional trauma but also serious financial challenges that need careful handling. Some of our clients are fully capable, but handling everything on their own introduces a completely different set of dynamics and challenges. Regardless of the situation, our clients benefit from the additional support and guidance of an experienced adviser.

Financial Empowerment

For our female clients, they frequently face lower lifetime incomes, less superannuation, interrupted careers, higher healthcare costs, and smaller personal savings. Consequently, divorce or separation can be particularly challenging for women. We have witnessed the profound benefits that women gain from sound financial advice. Our goal is to make you feel more secure, have a meaningful and achievable plan, and experience a significant boost in confidence.

Supportive Guidance

There is a great need for women to seek financial advice, and we aim to provide our clients with a supportive and understanding environment. By offering a process that addresses all areas of financial concern and providing a safe space to navigate these issues, we assist you in rebuilding your financial life so you can move forward and live your best life.

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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