Futureproof your finances against relationship unknowns [👶🏼 Family Finance]

Nov 20, 2024

In this dialogue, financial advisor Siobhan Ashby from Northeast Wealth shares her expertise on protecting finances amid relationship uncertainties. She discusses the essential role personal insurance plays in ensuring stability during life's challenges. Siobhan emphasizes strategic financial planning after separation, particularly for women, and the importance of estate planning, including wills and trusts. The conversation also covers navigating superannuation complexities and the need for regular updates, urging proactive financial management for future security.

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Intro

00:00 • 2min

Future-Proofing Your Finances: Safeguarding Against Life's Uncertainties

01:33 • 6min

The Value of Personal Insurance

07:14 • 7min

Navigating Financial Security After Separation

13:58 • 4min

Navigating Superannuation and Estate Planning

18:15 • 14min

Navigating Financial Guidance and Support Resources

32:03 • 2min

Relationships can be complex, and when you add money to the mix, things can get quite challenging.

In this episode in our Family Finance Mini-Series, Mitchell Sneddon, Phoebe Kohler, and financial adviser Siobhan Ashby discuss how to protect yourself, including insurance, divorce and wills.

We want to hear what you think! Jump into the Rask Community to share your money savings tips.

Get in touch with a trusted financial advisor like Siobhan here!

Series resources

Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Rask Community: https://bit.ly/3UkFWel
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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