Estate Planning with Lucy Percy – Part 1

Part 1   Jordan Vaka Hello and welcome back to Life, Loss & Legacy – the podcast for people navigating those first few years after losing their partner. My name is Jordan Vaka, and I’m from PlanningSolo. I’m an independent financial adviser who specializes in helping people through those first years. And I’m joined today […]

The Red, Amber and Green Lights of Decision Making

Hello and thank you for checking out Life, Loss & Legacy – a PlanningSolo podcast dedicated to helping people navigating those first few years after losing their partner. My name’s Jordan Vaka and I’m an independent financial adviser with PlanningSolo. And in this episode, I’d like to go through what we’re doing with this podcast […]

Life, Loss & Legacy – Introduction

Welcome to Life, Loss & Legacy; a podcast series designed to help people navigating those first three years after the loss of their partner. As an independent financial adviser, I’ve been helping people walk the same path you’re on for long enough to know that this period of your life is likely to be filled […]

SMSF Scepticism – Part 2

My last post – SMSF Scepticism (Or What To Do With That Property) – captured some of my thoughts on the ever-rolling dirty snowball that is SMSFs, LRBAs and crummy investment properties. In my (misguided) attempt at balance, the second half of my post listed the positives of an SMSF. Well, there’ll be no such […]

Well, What Do I Do Now?

You’ve woken up, a few weeks after the funeral. You don’t fill the kettle as high anymore, just enough for the tea you drink with your toast each morning. You sit at the bench, open your phone and start flicking through Facebook until the water boils. Out of the corner of your eye, you see […]

Life, Loss and Legacy

For most of the people we work with, the term ‘widow’ can be hard to get used to. Sometimes, it’s because the word sounds like it’s for people much older than they feel. For others, it’s because the word’s not big enough to encompass their experience, their past, their life – and their loss. It […]

Zelda’s Story

So – what do I actually do to help people through divorce?  

Well, the best way I can think of to explain it is to tell you about Zelda.  

Collaborative Divorce Might Be a Bad Idea If You…

It’s akin to tandem tightrope walking – unless you’re both on board with the journey, you’re going to slip and fall.  

Nobody wins then.  

Inter-disciplinary Collaborative Divorce – 14 Syllables, 4 Professionals, 1 Couple

Talking about money is a fraught topic at the best of times – add the emotional heat of a divorce, fear and uncertainty and you have a combustible situation.  

But, What is Collaborative Divorce?

You have an image in your mind of what ‘divorce’ looks like.

Lawyers. A courtroom. Yelling. Accusations. Anger. Fear. Recriminations and accusations.

Now take that image and put it to the side.