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Get a roadmap through setbacks

Life can throw unexpected challenges in
your way

Experiencing a serious personal injury is something that can make it seem like all of the plans you had made are now on permanent hold.

In fact, in our experience, we’ve found that when you suffer a personal injury, you often need help to:

  • Balance managing your financial world with your personal recovery
  • Know the options that are available to you in terms of compensation
  • Solve the issues that a drop in income brings to yourself or your family
  • Get clarity on how your injury will affect your future goals
  • Deal with unexpected costs related to medical care or recovery
  • Figure out a path forward that is suited to your particular circumstances

Our financial advisers specialise in helping you plan effectively for the future, whether you’re recovering in the short term or managing long-term health challenges. We provide injury financial planning and personalised guidance to maintain stability and support your lifestyle. From managing insurance payouts to planning for future care needs, we create a strategy that is tailored to you.

Get clarity and confidence in your financial situation, so you can focus on your recovery and well-being.

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The challenges of illness or injury

You may have suffered an accident that has prevented you from performing your normal work duties or been recently diagnosed with a mental health condition that requires a complete lifestyle to effectively manage. Or you may have been diagnosed with an ongoing long-term illness that has stopped you from pursuing your everyday activities.

From our experience helping those who have suffered a personal injury, we’ve seen a few common challenges:

  • Becoming overwhelmed and suffering decision fatigue as a result
  • Being in financial limbo as you deal with insurance or compensation claims
  • Trouble with budget and cash flow if you now have reduced or no income
  • Keeping up with medical expenses while also providing for your family
  • Uncertainty over financial goals falling apart and what’s next for your future
  • Not knowing the financial techniques and strategies to help you start again

We’re dedicated to supporting you on this journey in any way we can, from assisting you in any insurance claims you’re able to make to restructuring your budget and reassessing your cash flow to connecting you with the right lawyer to pursue any compensation claims.

Dealing with the aftermath of a personal injury isn’t something you have to face on your own.

Speak to an adviser today

How We Support You Through Personal Injury or Illness

Insurance claims & assistance

Insurance claims & assistance

Your financial adviser can liaise with your insurance provider to determine whether you are eligible for any compensation payments.  We help take the stress out of making an insurance claim by handling all of the paperwork and administration involved, ensuring you receive what you’re entitled to.

Reassess budget and cashflow

Reassess budget and cashflow

We help you reassess your budget and balance your cash flow, adapting to changes in your income, unexpected expenses, or payouts, to ensure you and your family will always have enough for what you need.

Plan for future medical and care needs

Plan for future medical and care needs

Plan for future medical and care needs, including ongoing treatment, rehabilitation, or long-term care, ensuring your finances are ready for any scenario.

Create a new future plan

Create a new future plan

You may need to reassess your financial goals and what financial success looks like to you. We help you navigate the financial and emotional challenges of this, providing clarity on what is realistic for you and your family financially as you move forward on your journey to recovery.
You’ll be encouraged by a new financial plan that will ensure you and your family will be back on track to achieve financial success and security, despite the new circumstances you may find yourself in.

Use financial payouts wisely

Use financial payouts wisely

Your financial adviser will help you use any sudden wealth you may gain from an insurance payout to ensure you and your family are protected, no matter what. You’ll also get guidance on tax implications related to compensation, insurance payouts, or changes in income, so you make decisions that preserve your financial position.

Assist with financial hardship claims

Assist with financial hardship claims

Your financial adviser can liaise with any credit or lending providers on your behalf to find out what can be done, if your family is feeling financial hardship or pressure. We will also assist by determining your eligibility for assistance from your superannuation fund, and if that is financially astute in your situation.

Insurance claims & assistance

Your financial adviser can liaise with your insurance provider to determine whether you are eligible for any compensation payments.  We help take the stress out of making an insurance claim by handling all of the paperwork and administration involved, ensuring you receive what you’re entitled to.

Reassess budget and cashflow

We help you reassess your budget and balance your cash flow, adapting to changes in your income, unexpected expenses, or payouts, to ensure you and your family will always have enough for what you need.

Plan for future medical and care needs

Plan for future medical and care needs, including ongoing treatment, rehabilitation, or long-term care, ensuring your finances are ready for any scenario.

Create a new future plan

You may need to reassess your financial goals and what financial success looks like to you. We help you navigate the financial and emotional challenges of this, providing clarity on what is realistic for you and your family financially as you move forward on your journey to recovery.
You’ll be encouraged by a new financial plan that will ensure you and your family will be back on track to achieve financial success and security, despite the new circumstances you may find yourself in.

Use financial payouts wisely

Your financial adviser will help you use any sudden wealth you may gain from an insurance payout to ensure you and your family are protected, no matter what. You’ll also get guidance on tax implications related to compensation, insurance payouts, or changes in income, so you make decisions that preserve your financial position.

Assist with financial hardship claims

Your financial adviser can liaise with any credit or lending providers on your behalf to find out what can be done, if your family is feeling financial hardship or pressure. We will also assist by determining your eligibility for assistance from your superannuation fund, and if that is financially astute in your situation.

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Don’t face the aftermath of injury on your own

Get back on track to financial success

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