Life's Transitions - Direct Advisers

LIFE'S
TRANSITIONS

Strategies for managing financial change

Life has a habit of providing change often when we least expect it. Transitioning through these different life experiences requires more than someone to support you with your financial needs. We understand that in these moments you need the support of a professional that is willing to be by your side and guide you through tough times.

You know the lifestyle you want to achieve but do you know how to achieve it?

Reimagining the next steps in life

If you are transitioning through the loss of a loved one, separation and divorce or the recipient of an inheritance; you want to be comfortable in the knowledge that you are making good financial decisions.

Having a sounding board outside family and friends that you can trust is pivotal in transforming your situation and reimagining your next stage in life.

Are you ready to transform your financial situation?

Helping our clients manage change is our passion.

Guiding you through life’s transitions

A friend of Gayle’s saw that she was struggling and knew that Ursula was the best person to help.

As independent financial advisers, we want you to see the pathways for making good decisions so that you can begin to thrive again.

Through structured support, we will help you forge a new way of doing things to remove financial stress and give you peace of mind.

Meet some clients that are happy to share their story.

Lauren’s Story

A year after Lauren’s husband passed away from cancer, she came to meet with the Direct Advisers team. As with anyone who has lost a loved one, Lauren was dealing with an emotional situation and didn’t want to burden her family.

We took things steadily with Lauren to understand her financial situation and what that would mean for her future. There was a self-managed super fund in existence and insurances in place that needed to be assessed plus a difficult situation to untangle with stepfamily members.

Lauren had begun to sell down her assets to assist her own family and commence a new business adventure. It was a stressful time for Lauren, but our team moved quickly to set up a regular contact program to provide guidance and support for each decision she needed to make. Through our professional network, we obtained support from Lawyers and Accountants that had experience in precisely the issues at hand. By holding joint appointments and providing background to Lauren’s circumstance, we were able to keep communication open and easy so things could be managed effectively and with as little repetition as possible. No more Stress!

Gayle’s Story

When Gayle came to see us as she had received a significant inheritance from a close family member. As an experienced professional in her world of nursing, the inheritance represented a substantial change to Gayle’s life.

A friend of Gayle’s saw that she was struggling and knew that Ursula was the best person to help. Over the following months, Ursula worked with Gayle to help her understand and make informed decisions around the ideal options available to her.

Instead of a burden, the inheritance became an opportunity to reduce Gayle’s regular working hours, help her family and consider some travel or further study.

The inheritance was indeed a gift, and once Ursula helped remove the financial uncertainty, Gayle could happily enjoy the opportunities it provided. No more Stress!

*Client names and some details have been changed for privacy.