The unexpected passing of a spouse or relationship breakdown can be traumatic. Hopefully, the financial house is in order and the surviving spouse knows where to turn.
This however is often not the case. Where do you turn for help on making decisions on how to invest money to fund ongoing living costs? Paying bills? Understanding tax returns? Knowing how to structure investments? Will term deposits be enough for me? Should I give money to my children now given they will get it anyway? How do I make sure my children will be ok and I’m secure so I don’t have to worry about money?
If you are asking yourself such questions you are not alone. A key segment of our business is providing the guidance and support to a partner who has been relatively passive in the financial decision making of a household.