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:
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.
We’re here to help!