financial advice to help you through
After I divorced from my husband two years ago I was at a loss what to do. We’d been married twenty-five years and everything in my life was based around us as a couple, including our finances.
I didn’t even know what I wanted in the settlement – our house, our investments, superannuation?
So I went to see a financial adviser. I had this idea in my head that if I got my finances sorted at least one aspect of my life would be in control. But it turned out to be so much more than that.
My adviser helped me focus on what was really important to me, and turns out our old financial plan didn’t really suit anymore. So we built a new plan based on my values. Of course this included practical stuff like a plan to boost my almost non-existent super, a new estate and protection plan to cover the kids if something should happen to me, and a new budget. But unlike before, my financial plan and investment portfolio was based on reaching my goals, not on some arbitrary risk profile, which had no relevance to my future.