The most important step to making good money decisions is increasing your general financial knowledge so you can understand key decisions which need to be made. To achieve this we will take the time to explain in simple language your structures and the nature of the assets you hold.
Once you’re feeling more confident we can then chat about what’s important to you moving forward and your key aspirations.
With that information we will work in partnership with your lawyer to design the optimal settlement outcomes for you and your family. Our focus is finding enduring solutions which will stand the test of time. To achieve this we will use illustrations and diagrams to help you make decisions you need to make to make whilst keeping the process as easy as possible for you.