CASE STUDY
Life Transitions
“Kearsten and Cynthia have been my financial planners for a year now and we've found them to be exceptionally valuable to helping us getting our ducks in a row and feeling better prepared for the future.”
Name, Title
Meet Our Client
A single lady navigating divorce proceedings.
The challenge
Navigating divorce proceedings, she faced the need to purchase a new home and secure her retirement with the settlement proceeds. Unsure of how much she could afford to spend on a house, cover living expenses, and still maintain her ability to travel and purchase a new car, she found herself overwhelmed.
Having left money management to her ex-husband while raising the children, she was now determined to take control of her finances and rebuild her confidence in managing them.
The solution
Developed a cash flow management plan.
Maximised return on her cash while retaining funds for purchasing a house.
Planned for short-term goals like holidays, car purchases, and the home purchase.
Provided financial projections for different house budgets.
Moved super to pension-saving tax, consolidated accounts, and established an investment strategy for retirement savings.
Made super contributions to offset CGT resulting from asset sales in the divorce.
Updated her Will to reflect her new circumstances.
The result
- Secured a regular income stream and a clear investment strategy.
- Gained clarity on what she could afford to spend on housing, cars, and holidays.
- Now feeling confident and empowered in her financial decisions and future.
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Kearsten and Addi House Featured in FS Advice Magazine
