Financial Clarity Sessions
Turning your settlement into financial confidence
Understand where you stand, explore your settlement options and make informed decisions about your financial future.
Our three sessions offer different levels of support,
depending on your circumstances and the decisions ahead:
Wealth Clarity Session
Understand where you stand
$1,990
Best suited to women in the early stages of separation or divorce, and those with straightforward financial circumstances.
For women seeking reassurance through a clearer understanding of their financial position.
This session helps you get organised, understand what you have and identify the priorities that need your attention.
- Understand where you stand financially.
- Identify key risks and opportunities.
- Get organised and informed.
- Receive a written summary.
Wealth Clarity & Strategy Program
Understand the consequences of your settlement choices.
$6,950
Best suited to women comparing settlement outcomes who want to understand the financial implications before agreeing to a property settlement.
For women making significant settlement decisions, including whether to retain the home, take more superannuation or restructure assets.
We explore how different options could affect your immediate needs and longer-term plans, giving you a clearer basis for making decisions.
- Everything included in the Wealth Clarity Session.
- Settlement option comparisons.
- Housing affordability analysis.
- Retirement impact analysis.
- Cash flow forecasting.
Wealth Clarity and Transition Program
Design your financial future beyond settlement
$12,950
Women with substantial or complex family wealth, including circumstances involving $3 million to $10 million or more in assets.
For women navigating complex family wealth, where settlement decisions involve interconnected assets, structures and advisers.
This session brings those considerations together to help you plan your financial transition and identify the steps ahead.
- Everything included in the Wealth Clarity & Strategy Session.
- Trust and business considerations.
- Self-managed super fund and complex asset analysis.
- Adviser collaboration.
- A wealth transition roadmap.
Compare the sessions
Swipe across the table to compare all three sessions.
| Wealth Clarity Session | Wealth Clarity & Strategy Program | Wealth Clarity & Transition Program | |
|---|---|---|---|
| Overview of your financial position | Included | Included | Included |
| Identification of key risks and opportunities | Included | Included | Included |
| Written clarity summary | Included | Included | Included |
| Settlement option comparisons | Included | Included | Included |
| Housing affordability analysis | — | Included | Included |
| Retirement impact analysis | — | Included | Included |
| Cash flow forecasting | — | Included | Included |
| Strategic recommendations | — | Included | Included |
| Comprehensive strategy report | — | Included | Included |
| Trust and business considerations | — | — | Included |
| Self-managed super fund and complex asset analysis | — | — | Included |
| Adviser collaboration | — | — | Included |
| Wealth transition roadmap | — | — | Included |
| $1,990 | $6,950 | $12,950 |
What to expect
An initial conversation
Start with a complimentary 15-minute call. Tell us about your situation and the questions you’d like answered. We’ll discuss which session suits your needs and confirm the scope and fee before you proceed.
Preparation for your session
We’ll explain which information would be useful to review. Depending on your circumstances, this may include an asset summary, superannuation balances or a proposed settlement.
Time to explore your questions
Your session focuses on your circumstances and priorities. We’ll explain the relevant financial considerations and work through the questions and analysis included in your chosen service.
Written guidance to refer back to
You’ll receive the summary, report or roadmap included in your session, helping you understand the key considerations and next steps.
Before you sign your settlement, know what it means for your future
We’ll help you understand how different settlement outcomes could affect your home, retirement, lifestyle and long-term financial security.
If your settlement is already finalised, we can help you understand your position and plan your next steps.
Do I need to have finalised my settlement?
No. We can help while you’re gathering information, considering settlement options or making financial decisions after settlement.
How do I know which session is right for me?
Complete our short questionnaire or book a complimentary 15-minute call. We’ll consider the decisions ahead and the complexity of your circumstances before recommending a session.
Do I need to start with the Wealth Clarity Session?
You can begin with the session that best suits your needs. If you’re comparing settlement options or dealing with complex assets, we can discuss the appropriate level of support from the outset.
What if I don’t have all my financial information?
Let us know what you have available. We’ll identify what else may be needed and discuss the best time for your session.
Can you work with my lawyer or accountant?
Where adviser collaboration is needed, we’ll discuss how it fits within your service. With your permission, we can work alongside the professionals supporting you. Adviser collaboration is included in the Wealth Transition Strategy Session.
Let’s find your starting point
You don’t need to choose a session before speaking with us. Tell us what you’re working through, and we’ll help you identify the support that fits.
Book a complimentary 15-minute call