Dealing with life after the death of a loved one.
What happens with our bank, super, insurance and mortgage accounts? What about the funeral and Will? Who do I need to speak to first? What about my financial situation? What do I do now?
When you lose loved one, especially your life partner, your world changes in the blink of an eye. You need time to grieve, but there’s a dizzying list of things to organise, details to change and plans to make.
It can be hard to know where to start, let alone think about the future. But that’s why we’re here.
Much more than just financial advice.
Sadly, as financial advisers who walk with our clients through all life’s ups and downs, we inevitably help clients through this toughest of times. It means we know exactly how to help you deal with it all.
We can guide you through the minefield of conflicting advice from well-meaning friends and relatives. And when you’re ready, we can help you look forward too.