As your family situation changes, we can help you re-evaulate your new financial circumstances and retirement goals.

As your family situation changes, we can help you re-evaluate your new financial circumstances and retirement goals. Your children leaving home, or divorce can have major financial implications.

Children leave home

Children leaving home will generally mean that you will have surplus funds available. We can help you explore your investment options, and evaluate the benefits of downsizing your home and clearing debt. You may also need to revisit your life insurance, and estate planning options.

Divorce

Separation and divorce can be an emotional and stressful time for the whole family. Reviewing your financial situation based on your new circumstances will be crucial during this period of your life. You will need to evaluate the implications of your budget and life insurance, as well as your retirement plans and estate plans to your settlement.

Find out more about our risk optimiser, investment process, cash flow enhancer, accumulator, and legacy enhancer.