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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.  

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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)