Losing a loved one.

Helping you pick up the pieces.

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.

We’re here to help.

The funeral. The Will. Lawyers. Accountants. Financial institutions… We’ll guide you through it all.

Walking the journey with you, step by step.

From dealing with the funeral, the Will and a host of everyday practicalities and big-picture choices, to taking stock of your financial circumstances and resetting your financial goals and plans, you can ask our financial advisers anything. On the phone. Via email. Or over coffee.

We’ll help you take a breath, think clearly, assess your options and make the right choices. The right choices for you.

No rash financial decisions, just the right ones.

Sometimes, you’ll feel like you’re in limbo, unable to think about the future. Sometimes, you’ll feel the overwhelming urge to do something – anything – and move on.

As your financial advisers, we’ll help you find the middle ground. We’ll give you the time, information and personalised financial planning advice you need to put your financial world back together – financial advice that revolves around you, not some generic products or off-the-shelf solutions.

We’re here to help.

Need a sounding board for life’s big decisions?

If you’ve lost the person you usually talk to about life’s big decisions, we won’t pretend we’re able to take their place. But we do promise to provide a sympathetic ear and whatever balanced, objective, informed advice you need, whenever you need it. So, if you need help, we’re here.

Book a no obligation phone call