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OUR SERVICES
Your Separation Financials Done!
Welcome to Simple Split Financials!
I am here to support and guide you in this often difficult and overwhelming stage of your life. I will work with you so that you are financially aware, confident, and prepared for the financial aspects of your relationship separation and divorce.
Whether you have already separated or are about to, I will meet you where you are on your journey. Understanding the property settlement process and being as prepared as possible, will reduce stress and save you time and money.
We will work together so that you understand the key steps in the property settlement process and the financial and other important information that will be required. We will collate relevant financial information and all supporting documentation in a form that can be presented to your family lawyer or mediator or used in private negotiations with your ex-partner. I will help you make sense of the financial documents that you come across in the process that may seem foreign to you. Let’s simplify!
Ultimately, I aim to make the process as pain-free as possible and save you time and money. I will educate and empower you with knowledge and skills to move forward with confidence and clarity to rebuild your life or thrive in the next stage of your life!
Four Simple Steps
For an Easier Separation
OUR SERVICES
Your Separation Financials Done!
Welcome to Simple Split Financials!
I am here to support and guide you in this often difficult and overwhelming stage of your life. I will work with you so that you are financially aware, confident, and prepared for the financial aspects of your relationship separation and divorce.
Whether you have already separated or are about to, I will meet you where you are on your journey. Understanding the property settlement process and being as prepared as possible, will reduce stress and save you time and money.
We will work together so that you understand the key steps in the property settlement process and the financial and other important information that will be required. We will collate relevant financial information and all supporting documentation in a form that can be presented to your family lawyer or mediator or used in private negotiations with your ex-partner. I will help you make sense of the financial documents that you come across in the process that may seem foreign to you. Let’s simplify!
Ultimately, I aim to make the process as pain-free as possible and save you time and money. I will educate and empower you with knowledge and skills to move forward with confidence and clarity to rebuild your life or thrive in the next stage of your life!
"You can have an
easier separation"
Four Simple Steps
Step 2
We will gather and collate your financials for you.
Step 3
Together, we will meet with your lawyer and submit your financials.
Step 4
Congrats! We can now plan your financially independent future.
Step 1
WHAT YOU NEED TO KNOW – KNOWLEDGE IS POWER
The Workshop Phase (Hour of Power Workshop): Ready to roll up your sleeves as we educate you about your separation financials:
Let‘s start with a Checklist:
• How to protect your privacy & online security
• How to protect your finances
• What key persons/organisations need to be notified
• What key personal and financial documents need to be secured
• How to protect your finances
• What key persons/organisations need to be notified
• What key personal and financial documents need to be secured
Next:
• What are the steps in the property settlement process
• What is a Balance Sheet
• What are Assets and Liabilities, Superannuation, Income and Expenses
• What are Contributions
• What else do I need to consider
• What is a Balance Sheet
• What are Assets and Liabilities, Superannuation, Income and Expenses
• What are Contributions
• What else do I need to consider
The workshop helps you understand the key steps in the property settlement process with a focus on the important practical steps that you will need to action. With this knowledge, you can start to ‘get your ducks in a row’ and be as prepared as possible.
Step 2
LET’S TAKE ACTION!
Following on from the workshop, this step is where we will take action and summarise all of your financial and other relevant information. This information can be provided to your family lawyer, mediator, financial advisor, etc to allow them to provide relevant advice on your family law matter.
Gather and Collate Financials:
Now we assist you in preparing the relevant information required for your Separation Financials.
Know Your Numbers:
- Assets, Liabilities, and Superannuation - Let’s prepare your Balance Sheet
- Income and Expenses
- Contributions
Relationship Timeline:
Let’s summarise the key milestones during your relationship – family, property, business…
Step 3
WHAT WE DO WITH THAT INFORMATION
Together, we will attend meetings with your family lawyer and present your financial information. We will prepare you with all the key questions you must ask your family lawyer. No need to worry about leaving questions unanswered.
Prefer to visit your family lawyer alone? No problem. We will still provide your lawyer with a summary of your circumstances and provide you with a list of key questions to ask at your meeting.
DIG A LITTLE DEEPER?
You may want to ‘dig a little deeper’ into financials. No problem…
• To understand your ex-partner’s disclosure documents
• To consider ‘missing’ assets and liabilities
• To understand what happened with financials during your relationship
• To consider ‘missing’ assets and liabilities
• To understand what happened with financials during your relationship
Step 4
MOVING FORWARD
Congratulations! You are well on your way to financial independence.
Throughout our working together, we can refer you to our network of trusted advisors to support you as required.
They include:
- Financial Advisors
- Family Lawyers
- Property Advisors
- Health and Well-being Therapists
BUDGETING - post separation period
It is important to understand where your money is going and to plan for your short-term and long-term financial security. Your life after separation will often require changes to your lifestyle and spending habits – a carefully planned budget will help you monitor your spending and establish your future financial security.
About Pricing
I know you are curious about the cost of my services. Every relationship is different and every property pool is different, and I can help you as little or as much as you like. Let’s have a chat and then I can provide you with a quotation that suits your particular circumstances.
Let's talk
About Pricing
I know you are curious about the cost of my services. Every relationship is different and every property pool is different, and I can help you as little or as much as you like. Let’s have a chat and then I can provide you with a quotation that suits your particular circumstances.
Let's talk
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I felt very supported by Julie from start to finish with my financial settlement. She accompanied me to meetings with my Accountant and Solicitor thus reducing the amount of time and money needed to spend with them. She explained everything in layman terms. Julie was always just a phone call away 24/7.
I can’t imagine the stress I would have endured without her. A fantastic service and highly recommended.
Liability limited by a Scheme approved under Professional Standards Legislation.
