Is your client financially literate?
Have they found themselves managing their own finances for the first time in years?
After a settlement has been negotiated are you confident that your client has the appropriate knowledge to effectively manage the settlement to continue to provide for their family and themselves into the future?
Your client may need assistance with:
- Setting financial goals
- Cashflow planning
- Superannuation (including SMSF)
- Investment strategies
- Review of benefit entitlements
- Estate planning
- Taxation compliance
- ASIC compliance
RSM can provide experts with practice knowledge in the abovenamed subjects and through the entire matrimonial separation process.
We have specialist Financial Planners, SMSF Experts and accountants who work together to provide holistic financial advice particular to individual circumstances.