Clear thinking for significant financial decisions
Having assets and understanding how they can support you are different things. A home, superannuation balance or investment portfolio may represent substantial wealth, while still leaving questions about income, housing and retirement.
We help you understand that connection, so you can take a more informed role in the decisions shaping your future.
Our work centres on a practical question:
What does your settlement mean
for the life you want to lead?
Meet Tricia Peters - Director
MBA MPAcc CFP
Tricia Peters is recognised in Australia and globally for helping women transition confidently to a new life after separation. Through Women's Wealth Transition, she provides strategic financial advice and compassionate guidance to help women navigate settlement decisions, protect their financial wellbeing and move forward with clarity and confidence.
Meet Christine Barker - Financial Planning Assistant
BBus FP
Christine enjoys helping clients navigate financial decisions with greater clarity and confidence. Known for her practical approach and genuine care, she works closely with clients to simplify complex financial matters and help them build a secure foundation for the future. With more than 20 years of industry experience, she brings both expertise and reassurance to each client’s financial journey.
How we work with you
Clear explanations
We make financial information easier to understand and relate it to the decisions in front of you. There is room to ask questions and revisit anything that needs clarification.
Your priorities at the centre
Your needs, responsibilities and plans shape the conversation. We take the time to understand what matters to you before exploring the options.
A practical focus
We connect financial analysis to everyday considerations, including where you live, how you meet expenses and what you may need for retirement.
Working alongside your advisers
With your permission, we work with your lawyer, accountant and other advisers where their input is relevant. This helps bring the different aspects of your circumstances into the discussion.
Start with a conversation
A complimentary 15-minute call gives us a chance to hear about your situation and explain how we may be able to help.
Book a complimentary 15-minute call