Turn your settlement into financial confidence.
Specialist financial advice for women navigating a financial settlement from separation and divorce.
Understand where you stand, explore your options and make informed decisions about what comes next.
What does your settlement mean for your future?
Your home, superannuation and investments each play a part in your financial future. Understanding how they fit together can help you make decisions with greater confidence.
Whether you’re considering a settlement or deciding what to do afterwards, you may be asking many questions.
Women’s Wealth Transition helps you explore these questions and understand what your options could mean for your everyday life.
Can I afford to keep the home?
Keeping the family home is about more than its value. We can help you explore how housing costs fit with your available income, other assets and future needs. Housing affordability analysis is included in the Wealth Clarity & Strategy Program.
How do the settlement options compare?
The total value of an offer is only part of the picture. Different combinations of property, superannuation and investments can affect your immediate needs and longer-term plans. Our Wealth Clarity & Strategy Program compares settlement options to help you understand those financial implications before you commit.
What income will I have to live on?
Understanding how your assets could support everyday expenses is an important part of planning life after settlement. We can explore your available income, commitments and future needs. Cash flow forecasting is included in the Wealth Clarity & Strategy Program.
Will I have enough for retirement?
Your settlement choices can have different consequences for retirement. We can help you understand how your superannuation and other assets fit with your longer-term needs. Retirement impact analysis is included in the Wealth Clarity & Strategy Program, helping you compare the implications of your options.
Which decisions need my attention first?
You do not need to have everything worked out before getting in touch. We start with your circumstances and priorities, helping you identify the decisions that need attention now and those that can be considered over time. A Wealth Clarity Session can help you get organised and understand your starting point.
Clarity for the decisions ahead
Our Clarity Sessions help you understand your financial position and the choices available to you. From an initial overview to a more detailed assessment of settlement options, we recommend a level of support suited to your circumstances.
You’ll have space to ask questions, explore your priorities and identify practical next steps.
Tricia Peters
Christine Barker
Meet Tricia and Christine
Understanding your finances starts with a conversation. Meet the people behind Women’s Wealth Transition and learn how we work with you to make complex financial questions easier to understand.
Not sure where to start?
Answer five simple questions to find a suggested Clarity Session, or book a complimentary 15-minute call to talk through your situation.