Planning For Separation or Divorce

We can help you achieve financial clarity and security as you begin a new chapter in your life.

Starting over is never easy, especially if you have to think about taking care of your family as well as yourself.

Going through a separation or divorce is a challenging time as you may find yourself suddenly disconnected from the life you once led.

And when you combine this feeling with the plethora of unexpected changes that inevitably follow a separation or divorce, navigating it successfully can begin to feel impossible without the right advice to guide you.

In our experience, those experiencing a separation or divorce are often worried about:

  • Understanding the murky legal waters of their current situation
  • Finding a new place to live
  • How their separation or divorce will impact on their family and children
  • The state of their personal financial world
  • Becoming financially independent on a single income
  • The implications on their financial goals and plan

With all of these thoughts swirling through your head, it can be easy to feel overwhelmed by the change and choices you’ll now have to navigate.

But you’re not alone.

According to The Australian, based on statistics from the Australian Bureau of Statistics, the average Australian marriage lasts only 12 years and the most common age for those getting a divorce is 45.5 for males and 42.9 for females.

This means that most couples going through a separation or divorce are already likely established financially, which may make navigating the situation successfully more complicated than first expected.

With this in mind, it makes sense to seek the help of an experienced financial advisor to help you establish a path to a secure financial future.

When many think of separation or divorce, a lawyer may be the first logical port-of-call. But your relationship with your lawyer will only last a short while, while your relationship with your trusted financial advisor will last a lifetime, ensuring you’ll have ongoing expert financial guidance well into the future.

That’s where we come in.

At My Wealth Solutions, one of our specialties is helping those going through a separation or divorce successfully navigate the financial implications of their situation and achieve financial independence and security.

We know that separation and divorce can disrupt your carefully-laid financial plans. So we help you get back on-track by working with you to define clear financial goals and design a plan that will ensure you’re able to achieve them.

With so much up in the air, it can be hard to know where to even begin planning for your future. We help by providing you with clarity and direction – no matter how unclear your situation is.

Your expert financial advice team is always in your corner, ensuring you can rest easy knowing that your financial world is taken care of.

After all, finding financial direction and achieving financial security is easy with your trusted financial advisor only a phone call away.

Ready to get started?

All you have to do is tell us how we can help.

Get In Touch With Your Financial Advisor Today!

Common Financial Challenges

When thinking about the implications of your separation or divorce, it can be easy to become overwhelmed by the sheer amount of things that need to be done and decided on when it comes to your financial world.

After all, divorce and separation brings with it a series of unique financial challenges, which include:

  • Creating a new budget that factors in the changes in your financial circumstances
  • Understanding the tax and super implications of a divorce or separation
  • Protecting your family and yourself if something were to happen to your income
  • Making smart investment decisions that are right for your situation
  • Defining financial goals that are tailored to your new financial situation
  • Making the most of any sudden wealth resulting from your separation or divorce
  • Navigating the expenses associated with children on a single income

There are many different aspects of your financial world that require attention during a separation or divorce.

With all of these worries weighing on your mind, it’s possible that you may overlook something that could potentially impact on your future financial security.

That’s why having a comprehensive financial plan for your divorce or separation, designed from the ground up around your new financial circumstances, is so important.

A financial plan can help you understand exactly where you are currently and how to bridge the gap between there and your short, medium and long-term goals.

To put it simply: a financial plan, when combined with expert financial advice tailored to you and your needs, ensures that you’re always on track to achieve financial security and independence.

Experiencing these challenges? We can help

We understand that going through a separation or divorce can be a confusing and challenging time in your life.

That’s why we aim to help by clarifying your financial world and working with you to create a path forward that will ensure you’re able to achieve financial security and independence.

How can a financial advisor help?

We understand that navigating a separation or divorce can be difficult without the right support. That's why your team of financial advisors will help you:
Define clear, realistic financial goals for the now and the future
Create a budget suited to your new financial circumstances
Decide on the right insurances to protect you and your family
Design a new investment strategy and decide on the right risk profile for you
Create a comprehensive plan for your retirement
Ensure that your family is taken care of through estate planning
Understand the tax and super implications of a divorce or separation
Achieve financial peace-of-mind and security

Separating from your partner or getting a divorce doesn’t have to mean that you are in a worse financial position than before your separation.

With our help, you can begin taking confident steps towards your dream financial future.

You’re not alone.

Don’t let a separation or divorce stop you from achieving financial security and success.

We’re here to help.

Let Us Help You Gain Financial Clarity

“Your dream doesn’t have an expiration date. Take a deep breath and try again.”

— KT Witten 

CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.
CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adriano L.
CLIENT TESTIMONIAL

My experience with Guy Freeman has been totally professional and totally satisfactory. Guy has managed my small investments but maintained at the same time a personal interest in my health and well being… I have to say that I have complete trust in Guy and am so pleased he is looking after my investments giving me a secure future.

Jennette B.
CLIENT TESTIMONIAL

I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.

Jack H.
CLIENT TESTIMONIAL

We have been seeing Guy at MWS for a few years now, and his advice has been invaluable. We are a young family trying to make the best of what we have, and Guy really puts it all into perspective, so it isn’t overwhelming. Whenever we meet with him, I always walk away feeling so motivated that we are making good choices for the future…We’ll be long-term clients and I wouldn’t hesitate recommending him to others.

Louan W.
CLIENT TESTIMONIAL

Our experience has been very positive. Ben has set us up for our future and now we can feel satisfied knowing that we have our finances in good hands. We no longer stress about what we or our family would be financially accountable for should something happen to any of us. Thank you again.

Darron & Michelle H.
award winning and highly recommended

Starting a new chapter in your life doesn't have to mean starting from scratch.

Achieving financial security and independence is simple with our guidance.