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Retirement Planning: Services

 Navigating Bereavement Together

Offering strength, stability and security in challenging times

We understand that bereavement of any kind is an incredibly difficult and emotional experience.

The resounding grief and the unique challenges that retirees face after the loss of their spouse can make it hard to focus on practical matters.


Suddenly having sole responsibility of impending financial concerns can be overwhelming, but you don’t have to go through it alone.


During this transitional phase, it's crucial to have a clear understanding of your financial situation to help you make informed decisions about your future.

While you may see our role as primarily focused on financial well-being, we have helped many clients who have gone through the emotional toll of losing a partner or loved one.

We are here to be your compassionate support system by alleviating your burden and helping you navigate the complexities during this challenging time.


We combine our financial expertise with empathy and understanding to help you regain control of your financial future, allowing you to focus on healing and rebuilding your life.

Empowering Your Financial Journey after the Loss of a Spouse


Our team of experienced retirement specialists are here to provide compassionate support, practical guidance, and personalised strategies to help you navigate this difficult time.

We are committed to helping you regain stability and confidence in your financial affairs through:

  • Probate Assistance: Providing comprehensive guidance and support throughout the probate process including which financial documents you will need, the government agencies you will need to notify, and the legal and financial aspects involved. 

  • Retirement Income Analysis: Our advisers will work closely with you to evaluate your income sources, analyse pension options, and help ensure your retirement income remains sustainable and aligned with your goals.

  • Tax and Estate Planning: Managing taxes and estate planning can become complex after the loss of a spouse. Our team will assist you in preserving your wealth and offer guidance on potential tax implications.

  • Joint assets and liabilities: We'll evaluate your joint assets and liabilities, priortise debts, navigate the process of settling outstanding balances and work with creditors.

  • Insurance - Our specialist Claims Officer will help you file your insurance claim and access to superannuation fund beneficiary payments and government benefits.

  • Emotional Support and Referrals: We will connect you with appropriate resources, including grief counseling, support groups, and other professionals who specialise in bereavement support.


Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

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