In the aftermath of loss
Losing your partner changes your life. We don’t begin to presume to understand such a difficult time.
But when it comes to your finances, we can offer support and advice.
Thinking about your money may seem unimportant at the time. But the loss of a family member, in particular a spouse, can have a massive impact on your financial situation.
Support when you are ready
A First Financial adviser can provide support, wisdom and good advice when it is most needed. We can take on responsibility for coordinating your new financial situation.
Our process is focused on supporting you and understanding your needs. We’re very aware that adjusting to a different future to the one you previously imagined is incredibly difficult. And it doesn’t happen overnight. Which is why we work at the pace you’re comfortable with.
We take the time to really listen, understand, and focus on you and your needs.
We are here to help
When you’re ready to start sorting out your financial situation, it can be enormously helpful to speak to an adviser.
That way, the unexpected responsibility for things like your household’s finances, including bills and insurance, doesn’t have to be overwhelming.
We will liaise with your lawyer, accountant, bank manager and any other professional partners to help you quickly and easily organise all the urgent aspects of your changed financial circumstances.
We can help with changing bank account names, sorting out wills and probate, applying for benefits, if necessary, reviewing your existing loans or financial obligations as well as life insurance and superannuation claims.
Looking to your future
Having a clear idea of your new financial situation is a great start.
Once you have peace of mind and are ready to move forward, we can begin to consider securing your financial future.
Planning ahead is critical. But you don’t have to do it alone. And we won’t rush you.
We know which financial decisions you need to make now and which financial decisions can wait until you feel ready and able to focus on your financial future.
We can help to give you some financial clarity based on your changed outlook. It may be that you have an investment plan which needs adjusting. Or we’re building a future plan together.
Either way, we can make sure your investments are in line to achieve what it is that you set out to do.
The good news is, you are not alone when it comes to securing your financial future.
At First Financial we have safely guided many clients through this difficult time in their lives.
We pride ourselves on being good listeners and building a trusted relationship with our clients. While we can’t alleviate your loss, we can take away the stress of an uncertain financial future.