Managing complex financial and emotional decisions

“Receiving advice and guidance at a very difficult time gave me a sense of control.”

Losing a spouse is an emotionally devastating experience, and the thought of having to manage the family’s finances, especially without a great deal of experience in this area, can feel like an overwhelming and complex task.

Sarah was referred to us shortly after her husband passed away. She had two young children whose life had changed so quickly and so significantly, but she knew that she wanted to create a degree of stability for them and to provide them with the life they had planned together before his passing.

We knew from experience that time, trust, and understanding were three critical elements essential creating a comprehensive plan for the future of Sarah and her children. We helped to ease the burden on Sarah and provided a solid foundation for her to make informed decisions about assets, debts, the proceeds of insurance policies and tax structures that would be used from this point onwards. We supported her to ensure all necessary paperwork was completed correctly and properly handled with the relevant financial institutions.

There were a number of issues and ‘roadblocks’ that arose with some of these financial institutions, but we were able to use our expertise and knowledge to advocate for Sarah and her children to ensure they achieved the best possible financial position. 

By listening, empathising, and creating a safe space for Sarah to express her concerns and fears, we were able to alleviate some of the anxiety of making significant financial choices during this period. Together we were able to foster a sense of stability and shared focus on the future.

“Receiving advice and guidance at a very difficult time gave me a sense of control.”

Losing a spouse is an emotionally devastating experience, and the thought of having to manage the family’s finances, especially without a great deal of experience in this area, can feel like an overwhelming and complex task.

Sarah was referred to us shortly after her husband passed away. She had two young children whose life had changed so quickly and so significantly, but she knew that she wanted to create a degree of stability for them and to provide them with the life they had planned together before his passing.

We knew from experience that time, trust, and understanding were three critical elements essential creating a comprehensive plan for the future of Sarah and her children. We helped to ease the burden on Sarah and provided a solid foundation for her to make informed decisions about assets, debts, the proceeds of insurance policies and tax structures that would be used from this point onwards. We supported her to ensure all necessary paperwork was completed correctly and properly handled with the relevant financial institutions.

There were a number of issues and ‘roadblocks’ that arose with some of these financial institutions, but we were able to use our expertise and knowledge to advocate for Sarah and her children to ensure they achieved the best possible financial position. 

By listening, empathising, and creating a safe space for Sarah to express her concerns and fears, we were able to alleviate some of the anxiety of making significant financial choices during this period. Together we were able to foster a sense of stability and shared focus on the future.