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After finalising a personal injury claim (such as workers compensation or TAC) or a life insurance claim such as Total & Permanent Disability (TPD), Income Protection or Trauma insurance, it can be overwhelming thinking about what to do next.  

You’re likely to have a significant amount of money, but also many ongoing costs such as recovery, treatment, or loss of future earnings.

We can help you:

  • Create a long-term cashflow plan to ensure you don’t run out of money prematurely

  • Help you invest your proceeds to maximise the funds longevity

  • Help you navigate any Centrelink or other insurance entitlements

  • Help you understand your tax considerations and minimise tax (especially on TPD claims inside superannuation)

Tattooed Man

Personal Injury
Financial Advice

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