CASE STUDY #18

We Helped Her Rebuild Her Financial Life

Meet Sarah: a dedicated mum facing an unexpected, new financial future. After the major life change of losing her partner, Sarah wanted to feel confident in her ability to support her kids, stay part-time at work, and still reach her financial goals. She came to us unsure if it was all possible—but determined not to give up on what mattered most.

What We Discovered

Here’s the opportunities we uncovered in our initial review:

No insurance in place to protect her income
Afraid to spend money, worried she’d run out
Afraid to spend money, worried she’d run out

The Fresh Financial Start We Put in Place

We worked closely with Sarah to fully protect her wealth with clarity and confidence—so she could keep showing up for her family, enjoy her new chapter, and still stay on track for her long-term goals.

Here are a few of the key steps we helped her take:

Created a confident savings & spending plan, so Sarah felt empowered and able to both live today and save for retirement
Set up her savings to smartly supplement her income, so she’d never be at risk of running out of money
Set up her savings to smartly supplement her income, so she’d never be at risk of running out of money

Sarah - NSW

She helped me understand what was possible! I’ve been feeling so alone, scared about my finances - but now I have the peace of mind I’ve needed since everything changed.

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