Women
We know from years of experience, that in life woman often continue to face particular financial challenges :
An interrupted career due to family commitments
Unequal pay and/or career advancements
Therefore less time and financial resources with which to build wealth and even provide for eventual retirement.
In addition we continue to find that older generations of woman are often used to their male partner running their finances and making financial decisions.
That in turn can put them at a disadvantage should they find themselves on their own and needing to manage their own financial affairs.
Particularly in the more complex areas of Superannuation, Social Security, Investments, Estate Planning etc.
And we find that typically, women spouses are usually well and truly underinsured ( or not at all! ) even though their role in the family is as important as any male spouse.
How do we help?
First and foremost by listening and thereby understanding your own personal history, challenges and goals for the future.
Potentially, with education, guidance and the coordination of our team to provide a range of advice and services.
By maintaining a particular focus upon woman who are likely to be in these situations. Be they recently divorced or widowed or simply want a better grasp on their financial future.