Are you a divorcee or widow and are unsure how to organise yours and your family’s finances? We are here to help ensure you have the right structure and plans in place to assist you going forward by:
Ensure you and your family are protected e.g. life insurance and estate planning
Navigate changes in your level and source of income
Adjust your budget to address a new set of needs
Continue working towards your long-term financial goals including investments
Plan your superannuation for retirement
Develop strategies to provide for your children (if applicable)
Respond to legal consequences of getting divorced
Educate you on your options moving forward
Utilise our team of experts to ensure you have an A-team of Advisers
Hear from Ann about why she chose to work with RP Wealth.
Case Study Financial Advice for Divorcee and Widow
“Peace of mind” and knowing someone is looking after you and your finances is something we all want but don’t think we can afford. Ann became a client over 6 years ago along with her husband, Steven. After Steven’s passing, Ann was left to understand and organise the family finances at a very difficult time in her life. A few months later we reached out to Ann to help her understand and navigate her pension and death benefits. In our first meeting we talked about the specific death benefits under her late husband’s policies and assisted Ann with paperwork to claim these benefits. Through this process were able to support and guide Ann to review her current portfolio and give Ann comfort and peace of mind that she would be well looked after in the future.
