Services

Transition Analysis

When you first meet with Scott from Transition Wealth, he’ll develop an understanding of the bigger picture via a Transition Analysis. This includes a discussion of your current situation, any key issues or challenges you’re facing, and the likely financial implications.

Examples include:

• Family expansion
• Upsizing or downsizing home
• Kids leaving home
• Relationship breakdown or death of a loved one
• Corporate / business retirement
• Intergenerational wealth transfer (estate planning)

Risk Analysis:

Once your current situation is defined, we can look at the risks you face. Some risks might include:

• The risk you’ll run out of money
• The risk that you can’t sustain your lifestyle
• The risk of poor investment markets
• The financial risks associated with unexpected poor health

By identifying the risks, we can create a plan to minimise or overcome them to help you achieve your financial goals.

Life Insurance

We can help you formulate a strategy for life insurance, identify an appropriate insurer and implement the plan.

Transition Wealth can also support you during claims management. We undertake the sourcing of forms and lodgement of claim as a complimentary service.

More complex claims management is quoted based on circumstances. We generally expect to be significantly cheaper than a lawyer, many of whom charge a percentage of your insurance benefit.

Holistic financial strategy:

This is where we take a big picture view to helping you achieve your financial goals. A Holistic Financial Strategy will encompass investments, savings and pensions.

We tailor our service to your individual needs and can work with you in a variety of ways:

1. Advisory

The advisory service gives you expert advice on your best course of action, but all implementation is left to you. For example, you would be responsible for managing the products that relate to your financial strategy.

2. Semi-implemented

A semi-implemented service is where we get involved in some of the implementation where required. For example, you might be perfectly happy with your existing superannuation fund or pension account and you might just want us to review the underlying investments to ensure they deliver your preferred outcomes.

3. Fully implemented

Our fully implemented service comes with all our best ideas including ongoing management to give you complete peace of mind when it comes to achieving your financial goals.