About Us

Lets face it, if you get divorced both sides have to shoulder more costs, a home for each individual and shared parenting which can lead to additional costs in clothing, toys, transportation and the list goes on.

You may find that handling the turmoil in your life helps if your view of the situation is that you are going through a renewal process, voluntary or otherwise. This means that like all new enterprises you should maintain a controlled budget, with minimal costs wherever reasonable.

“Assets" which fall in value like new cars, new furniture are not assets. An asset by definition should increase in value. Even some properties may be dubious “assets”. We closely look at the proposition of buying vs renting depending on your circumstances, your objectives and your income.

When the upheavals settle to some degree, you might find reading “Rich Dad Poor Dad” offers useful insight into big picture concepts of managing money, assets, expenses and creating wealth.

If you are in your mid 40’s you need to think hard about how you will retire and when. Planning retirement only 5 years out is not an option. You need 15-20 years unless you are very wealthy.

If you are the ex-wife with children and possibly the house, you are likely to need more income from solid investments with some growth prospects. After the kids have grown up you will need to move some funds into growth assets from income assets.

If you are the ex husband with a reasonable income but you are renting, then what should you do? How do you rebuild your assets?

If both of you were blasé about your Superannuation before - you cannot be now.

Every spare set of funds must be working at their maximum for you.

I will address the issues which affect your circumstances, and highlight where you should possibly reconsider your options. I will maintain the “long view” for your welfare and wealth in the long term.

This may require a trust or a separate company to hold some assets where suitable and you will be referred to an appropriate expert where necessary. I am happy to work with your accountant if you have one.

My role is to act as coach and tutor to ensure that your own decision making is guided by the fundamental principals of wealth retention and building.


If you would like more information about me, please click on the scroll down menue for Experience, and view further information.