Ladies – who are independent, or who found themselves unexpectedly looking after the extended family finances
Petrena Shaw – Sculptor & Artist – The Phoenix Nest near Byron Bay
A significant number of ladies manage both their own finances, family finances and assist their parents and parents in law. They have to deal with complex financial strategies and concepts for a portfolio with investments and property usually valued over $1,000,000 while emotionally supporting the extended family.
The key challenges in their lives include:
- Being thrust into the responsibility they don’t do as a profession, potentially at short notice
- Understanding a diverse and sometimes random spread of investments
- Continuing to enjoy their own life, career, children, grandchildren and family through this time
- Being asked by parent(s) to assist making aged care and retirement living decisions or
- Being forced to make these at short notice
- Selling the family home or investment property and the tax consequences
- Concerned a partner will be provide for if they are not here
Our clients feel this is very important role, they choose to work with us because we help them keep and enjoy their normal life as well as feel a sense of achievement by having these larger financial issues organised and under control.
Longer term we share the responsibility of achieving your financial goals through our ongoing partnership. As changes occur in legislation, the economy, the property/share/bond market and most importantly – in your life – we’re there to provide advice to keep you focused, motivated and on the path to achieve your goals with the least amount of risk possible.
Our clients understand that it makes more sense to engage an adviser they can trust.
Start now. The first step is to call to discuss your situation and we will schedule a discovery meeting decide if we’re the right firm to help you make smart decisions with your money.