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Divorce Financial Planner

Divorce Financial Planner

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About

Tricia Peters - Managing Director - Peters Mckeown

Tricia Peters

Managing Director

I became a financial adviser so I would be able to use my expertise to make a real difference to people’s lives – that really felt wonderful.

I knew that women suffered significant disadvantage in terms of securing their financial futures and I wanted to create an advice business that was uniquely tailored to women’s needs.

My life experience and past achievements gave me the courage to take on this new challenge, so I created a business that specialised in working with people during and after divorce.

I knew that this would be a time when clients felt most vulnerable and would need the best advice, plus a safe zone to make the right decisions.  It’s a really daunting time, often full of many ‘firsts’ and steep learning curves.

I am really proud that our specialty is simplifying your financial affairs so you can focus on living your life. I am also really passionate about transforming women’s lives – it’s that simple.

I am a Certified Financial Planner™ with over 15 years experience.  I have spoken at international conferences, lectured students in financial planning in Australia and Asia, and am a co-author of Australia’s first financial planning textbook.  I also have a Masters of Business Administration and an MPAcc, as well as financial planning qualifications.

I also really understand what you are going through.

You are in the best hand

.

Dr Terrence Hallahan - Chair of the Investment Committee - Peters Mckeown

Dr Terrence Hallahan

B.Ec (Mon), Grad Dip Corp Fin (Swin), M.Com (Melb), PhD (RMIT), CPA, Cert Super Mngt (ASFA)
Chair of the Investment Committee

Professor Terrence Hallahan is Chair of the Investment Committee at Peters McKeown and Honorary Professor in the College of Business at Victoria University.  Terrence was previously Professor of Financial Services at Victoria University where he also held the roles of Director of Teaching and Learning for the College of Business and Head of the Economics and Finance Discipline Group.  Prior to joining Victoria University in 2012 he was Head of the Finance Discipline at RMIT University.  He has extensive experience teaching finance related subjects at undergraduate and postgraduate levels in Australia, Singapore, Malaysia and Hong Kong. Professor Terrence Hallahan’s research focus is the analysis of financial markets, in particular the performance of managed funds and the behaviour of investors.  In his role at Peters McKeown, Professor Hallahan is able to integrate his wealth of academic knowledge into industry practice.

Divorce Statistics

Age 43

Females Who Divorce

The median age of females granted divorce in 2014. Years 12

Marriage Duration

The average duration of marriage in 2015 was 12 years (ABS). Divorces 50%

Involve Children

In 2015, nearly half of all divorces involved children (ABS).

Tricia Peters - Managing Director - Peters Mckeown

Get in Touch

Often a big barrier to you getting the right property settlement, is the confusion and fear around navigating what your financial future needs to look like.

My role is to help you see past where you are today and to imagine a new life ahead of you.  I can show you how you can apply your resources in a way that gives you the best chance of fulfilling your dreams.

Let me help you navigate the financial path of divorce, so you can get on the road to a new life. CONTACT US

SETTING GOALS

TAKING ACTION

MOVING FORWARD

WHAT DO CLIENTS SAY?

“I was completely overwhelmed at the clear and concise explanation of management – and found their advice and knowledge to be of greatest value.” 

“Extremely valuable. I had no idea of my overall future directions before meeting with you. After our discussion, I felt very relieved to be able to look forward with more confidence.”

“Invaluable. Peters McKeown provided advice particular to my specific circumstances, to allow for long-term investment of a portion of my limited funds, as well as reasonable flexible access to money given mine and my children’s unpredictable circumstances.”

“Very valuable they provide comprehensive services to manage the funds that I have. I find their approach ethical taking into account my personal needs and always responsive despite my limited funds.”

We can help you navigate divorce

Get in touch with us to discuss your needs and how we can help.

GET IN TOUCH

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Contact

Peters McKeown
(03) 9939 6758
info@divorcefp.com.au

Level 1, 32-36 Camberwell Road, Hawthorn East 3123

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