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CASE STUDIES
At Simple Split Financials, every woman’s story is unique, but the feelings of uncertainty, overwhelm and “I don’t even know where to start” are almost always the same.
That’s why I’ve created this collection of real-life case studies. These examples walk you through the types of financial challenges women often face during separation, from uncovering hidden accounts, to understanding the true asset pool, to simply organising the paperwork when emotions are running high.
My aim is to show you what is possible when you have clarity, guidance, and someone in your corner. These stories highlight not just the numbers, but the human experience behind them, and how the right support can save time, money and a great deal of emotional energy as you step into your next chapter with confidence.
Jane's Story
REVEALING THE FULL FINANCIAL PICTURE
When Jane (name changed for privacy) was referred to me by her divorce coach, she had already engaged a family lawyer and was working through the separation process.
After 15 years as a stay-at-home mum and primary carer, Jane was now studying to re-enter the workforce. Her ex-partner earned a high income, managed the finances, and often reassured her that “everything was fine.” Jane knew there was a share portfolio and multiple accounts, but she had never been told what they were worth.
When financial disclosure was received, several personal accounts were included, but it was immediately clear the picture was incomplete.
The disclosure revealed bank accounts spread across three different banks, with daily round-sum transfers between them. To Jane, it appeared to be a deliberate pattern designed to confuse. She also suspected that not all accounts had been disclosed and that gambling might be involved.
That’s where I stepped in.
Using financial analysis software, I uploaded and converted all the bank statements into Excel to create detailed transaction summaries. From there, I reviewed all disclosure documents and prepared a draft Balance Sheet, giving both Jane and her lawyer a clear, structured overview of the asset pool, which included a family home, the share portfolio, superannuation, and an investment property.
Through my analysis, I was able to:
- Identify two additional undisclosed bank accounts
- Quantify significant cash withdrawals (over $250,000 via ATMs and a further $100,000 in other withdrawals to be questioned
- Highlight gambling-related transactions
- Flag unusual payments to related parties, including his employer and family members
- Note missing disclosure documents that required follow-up
- These findings were summarised in a clear, lawyer-ready format to support strategy discussions and next steps.
By transforming hundreds of pages of statements from multiple banks into structured insights, I helped Jane’s legal team focus their attention where it mattered most, ensuring the financial picture was accurate, transparent, and ready for negotiation.
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Our Services
Save Time and Money
As a stay-at-home mum of 25 years who had been married to an investment banker, I found the financial aspect of my divorce convoluted, confusing and beyond my capacity. Julie was a god-send. Her ability to make sense of the numbers and documents flying around evened up the playing field of my divorce. She worked with my lawyer and me as part of a supportive team to help me through the murky territory of divorce and financial separation into a new era of financial and personal independence. When Julie came on the scene, the financial situation was completely opaque to me. By the time Julie left, I was in a state of financial empowerment and had achieved a far more favourable settlement than was originally offered to me. Julie’s skill, professionalism, empathy, commonsense and vision for the future were pivotal in getting the amazing outcome that I did.