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Divorce Financial Planner

Divorce Financial Planner

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The Process

Let Us Help You Find Your Financial Way

Within our practice, we are driven to enrich the lives of women because we understand they often have very different financial experiences to men.

To begin with, they often have lower lifetime incomes, less superannuation, interrupted careers, higher healthcare costs and less personal savings.  Therefore, if divorce or separation occurs it can hit women particularly hard.

More often than not, our female clients have never been taught how money works, have never dealt with their own finances or made big financial decisions.  The breakdown of their relationship not only brings emotional trauma but serious financial hurdles that require careful management.

We have seen first-hand the real benefits women get from good financial advice.  In the space of often just a few months, you can feel settled, have a plan that is meaningful and achievable and your confidence levels can have an enormous upswing as a result.

There is a massive need for women to seek financial advice and they are more likely to do so in an environment where they feel comfortable and are understood.  That's why we developed a comprehensive process that ensures we cover all the areas you might be struggling with and create a safe environment to work through this process.

We're here to help you rebuild your financial life and to help you make plans for a bright future.

Coming to a financial agreement is one of the most important decisions you will have to make when separating.

Client Story

Jane* was referred to us by her family lawyer in the middle of her property settlement.  Jane* had not managed the family wealth and didn't know how a multi-million dollar property settlement would provide for her and her children.

Some of the things Jane* was worried about were - how much money she would need to live on and where it would come from, would she have to go back to work, could she afford to stay in her current home and did she want to and how much superannuation she should seek in her settlement?

We helped Jane* with budgets for her and her children.  We recommended she set up a Child Support Trust that would enable income splitting with her 3 children, saving around $50,000pa tax and provide her with asset protection against any future claims.  She also started to secure her long term financial security with a large superannuation contribution.

We project managed everything, including introducing her to a lawyer to establish the required structures and legal documents and liaising with her accountant.   The focus of our work with Jane* was on what she wanted to achieve personally and professionally, which included recommendations to a personal coach and a public speaking workshop, so she could build the skills she needed for the philanthropic work she is passionate about.

While the work we did with Jane* was complex, her affairs are now simplified, freeing her up to do the things she loves.

*Not her real name

SETTING GOALS
MOVING FORWARD
TAKING ACTION
KEEPING IN TOUCH

How it works

Session 1: Setting goals

Our initial meeting is all about going through your assets and liabilities and cash flow requirements, as well as providing you with information.  We use this time to understand your initial concerns and worries - we want to know what your fears are and we will do our best to guide you through them.

Your goals and objectives will be our focus, then we’ll work together to create a financial plan that meets your needs to have the life you want.

Session 2: Moving forward

Once we have created a plan, we'll take you through how it meets your goals and objectives.  We'll talk about your financial structure and what your retirement plans look like.  We'll also answer any questions you may have since we last met.

We want you to feel empowered, so this is your opportunity to feel in control and understand exactly what your financial future looks like.

Session 3: Taking action

By now you will have had a chance to think about our proposal and at this meeting you can ask more questions if you have them, however it’s more than likely that we have also spoken on the phone since we last met and you may feel comfortable to go ahead.

If you are feeling relaxed and comfortable with our recommendations, we will then take the step to implement your plan by completing application forms and other paperwork, take you through some of the communication you’ll be receiving in the mail and what the next steps are.

Session 4: Keeping in Touch

We’ll invite you back within six months to review the implementation of your strategy, to ensure that you’ve made a good start towards achieving your goals and objectives.  We like to think of this as the beginning of a long-term relationship and we're very committed to making it a success.

We do a lot of work in the background, which we will update you on at our regular meetings.  However, we're always on the end of the phone or email if you need our assistance.

We will help you find
your financial way

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

Divorce Statistics

Age

Females Who Divorce

The median age of females granted divorce in 2014.

Years

Marriage Duration

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

Divorces
%

Involve Children

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

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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