Separation Planning
Navigating a separation can be complex, especially when it comes to finances. Seeking expert financial advice is crucial to ensure fair asset division and long-term stability. Oakmont Financial Group specialises in guiding clients through these challenging times, providing tailored strategies to protect your financial future and achieve peace of mind.
Embracing Change and taking control
Oakmont Financial Group can provide assistance
to clients going through a separation, particularly
those with complex financial affairs. Our team of
experts work closely with clients, lawyers, and
tax accountants to ensure that they make well-informed
decisions that are in their best interest.
With our 12-month retained service, we provide
ongoing support to clients before, during, and after
the separation process, helping them regain their
footing and move forward confidently.
Navigating emotion
Financial advisers understand the implications of major life changes and are key in guiding clients through these. This can help you better understand your cash flow, expenses, assets, and liabilities – ensuring you are able to recognise what is a fair split in line with your long term goals and avoid making decisions fuelled by emotion.
Oakmont Financial Group is a proud partner of The Separation Guide.
