Why Financial Planning? We all know that things tend to happen in our lives when we least expect it. Even if change is planned, it can still be unsettling and often comes with complex decisions that can impact your financial well-being for years to come.

A time for change

We don’t always know the best way forward when the big things happen in life, things like receiving an inheritance, having your first child, or planning to care for a frail relative.

When a major event needs a response, it’s not always easy to know where to start and how to work through the issues, large and small: issues like managing cash flow, budgeting, sorting out insurance cover, or a myriad other things. It is reassuring to know that financial advisers have seen it all before, and are happy to help you find your way through.

And when there is a lot happening in your life and emotions may be running high, it is the long-term view that is hard to hold on to. This is where having an experienced, objective professional looking out for your financial future can be a real asset.

No matter what big event might be happening — changing jobs or managing redundancy, tackling what has to be done after divorce, or even starting a new family — by getting in touch with us you can get straight down to dealing with the important questions.

Don’t go it alone

It’s good to know that there is help available. We have experience managing these issues and can build a clear picture of the choices available and their financial implications.

If you know someone grappling with the complexities of a major life event, we can help. Call us on 0425 279 166 .

Yours sincerely
Deepak Mehra

General Advice

This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.