How we support Financial Planners & their clients
At Div-ide, we appreciate the diligent efforts of financial planners in optimising investment returns whilst managing risk. This expertise is invaluable in aiding Div-ide to accurately aggregate assets during a couple’s separation. Our cost-effective services mean that post-separation, more funds remain available for your clients to reinvest towards their future goals.
Enhanced asset valuation through your investment insights
Cost-efficient separation services, maximising client resources
Strategic investment division aligning with each party’s long-term objectives
Synergistic approach to meet post-settlement financial aspirations
Comprehensive and discreet handling of financial information
Example
Peter is a financial planner who is looking after the investment portfolio of Mary and Greg who have recently separated. Peter prudently invests Mary and Greg’s investment funds and they have a sizeable investment portfolio. Peter is concerned that at least one of them may end up with a lower quality family lawyer who charges them a fortune once they see the value of the assets to be split. As Mary and Greg remain civil with each other, he recommends they utilise the services of Div-ide Financial Separation Specialists to help manage their financial separation to keep the costs down (which they share) and to maximise the investment funds available to Mary and Greg after separation.
