The first step in preparing a great financial plan,
is to get clarity around what’s important to you
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Disclosure Statements

Separated by Death or Divorce

If you are faced with a dramatic change in your life, it is vital to take time out to reflect and re-plan.

Do you have enough money to live on?

  •  If your partner has died, in the midst of grieving you will need to deal with less income and you may have life insurance proceeds to invest.
  • If you are negotiating a property relationship settlement, work out how much capital you’ll need for living expenses and how much you need to buy another house.

Where should you invest?

  • You need to plan for a new life and your own security.
  • If you are working, your investments can compound and provide a retirement fund.
  • Work out a strategy.
Separated by Death or Divorce