Our shared experience means we understand what we can do to support you as you help your clients.

Practice Areas

Family Law and Divorce

We support family lawyers and other professionals helping clients navigate their personal family law pathway.

From pre-negotiation education, to percentage-based scenario modelling, to old-fashioned financial advice after the orders have been issued, we’re there to help you and your clients feel more confident about the financial side of things.

Aged Care

Aged care is a specialist area of financial advice, with big questions, big emotions, and - unfortunately - big potential risks.

Nathan is an aged care specialist and has helped a stack of people with this big transition.

Complex Estates

Entities. Disputes. Provisions. Or lack thereof. Centrelink considerations. SDTs. TTs. FMLs.

All of it.

We’re here to help you and your clients find the answers to their financial questions, so they can step into their new life with confidence and clarity.

Bereavement

You know those clients you worry about when they leave your office?

The ones that were not at all involved with the family finances, and it now all sits on their shoulders - and you’re really not sure if they’re going to be up to it?

They’re who we work with every day.

We help them - with sensitivity and compassion - do what needs to be done today, and then continue rebuilding their life.

How We Help…

Family Lawyers

  • Help people understand where they are, articulate where they want to go, and put them in touch with the expertise needed to get them there.

  • Work to support you and your client prepare for the negotiation process.

    Help them to understand the specifics of the pool, and model scenarios within your guidance to help them see the impact of different outcomes.

    You tell us the percentage range, and we can help your clients see what that means for their long-term reality.

  • The people we help are inexperienced with money.

    They’re the ones that have been kept in the dark about the family’s financial position.

    We help them learn the ins and outs of their assets, liabilities, entities, holdings and potential - all with the aim of reducing their stress.

    Which helps them make better decisions, with less hassle for you.

  • Delivery of continuing education for accredited specialists interested in learning more about how independent financial advisers can help clients navigating family law.

  • Traditional financial advice for people at any stage through the process - but most importantly after the settlement has been finalised.

    Working with them to articulate their goals, strategizing on how to best use their share of the pool to support themselves and their family, and start planning for that next chapter with confidence and clarity.

Estate Lawyers

  • The people we help are inexperienced with money.

    They’re the beneficiaries (widows, often) that have been kept in the dark about the family’s financial position.

    We help them learn the ins and outs of their assets, liabilities, entities, holdings and potential - all with the aim of bringing down their stress through the process.

  • Delivery of continuing education for accredited specialists interested in learning more about how independent financial advisers can help people through - and after - the estate process.

  • For those beneficiaries that now have a lump sum of money - but no confidence about what to do with it.

Financial Advisers

  • We’ve been privileged to help financial advisers with their existing clients when they can’t keep helping both parties.

    We see our role as helping your valued clients get through what they’re going through, then helping them on their way.

    We get the challenges that Standard 3 throws up, and approach it all with transparency and respect.

  • A fancy way of saying - give us a call, run a matter by us and we’ll give you our opinion on how to tackle it, or what to do next.

    Confidential, utterly non-binding help for any advisers out there fighting the good fight.

    We love to help, so get in touch.

  • We’ve been doing this for a while, and have built up a great network of practitioners in the space.

    So reach out if you’re in need of somebody to help your clients - we’ll know the right person for you to speak with.

  • We’ve both presented educational sessions to other advisers on how advisers can help through the family law and estate processes.

    From collaborative divorce to branding to ethical dilemmas, we’re happy to present on any topic that would help.

Family Support

  • It’s a weird thing to talk about, in a way, but we’ve often been engaged to help the family members of other practitioners.

    They don’t want to have their family as a client, but they want them looked after.

    It’s a privilege we don’t take lightly, but if you’d like to find out how we can help your Mum, Dad, sibling, annoying uncle or even estranged second cousin, get in touch.

  • A fancy way of saying - give us a call, run a matter by us and we’ll give you our opinion on how to tackle it, or what to do next.

    Confidential, utterly non-binding help for any advisers out there fighting the good fight.

    We love to help, so get in touch.

  • To professionals experienced in the areas your clients need help with.

  • This is an area of increasing complexity and sophistication.

    And Nathan is an aged care specialist, and knows it inside-out.

    So if you’re looking for somebody to help out a client, or a client’s parents, or a client’s parents clients, or a client’s parents client’s parents, with the Aged Care process, reach out to Nathan to talk things through.