Life Transitions
Whatever stage of life you are at, it is important to feel supported when life takes you on unexpected journeys. With Rosewood Wealth Management’s continued support, you can take back control of your finances and prepare to make sound financial decisions throughout changing times.
Whether anticipated or not, life’s transitions are often disruptive and can feel overwhelming. When embarking on a new or unexpected life journey, such as starting a family, changing careers or getting married, it is important to consider the financial impact of such changes. With comprehensive guidance from one of Rosewood’s financial advisors, we can identify your changing personal and financial needs before creating a long-term financial plan.
Going through a significant life transition?
Contact Rosewood today.
Financial planning for your circumstances
Rosewood’s expert financial advisors are here to guide you through your options, helping you to face tumultuous times and embrace financial independence. By utilising the latest financial planning techniques, including cashflow modelling, tax savings advice and budget planning, we can help you to effectively manage your finances.
At Rosewood, we believe that every client’s circumstances are unique and therefore clients should receive individualistic advice. Priding ourselves on handling client situations with sensitivity and professionalism, we understand the emotional toll life transitions such as divorce and bereavement can have on clients. With years of combined expertise within the industry, our dedicated team focuses on easing the transition from one life event to another.
Tax Savings Advice
Cashflow Modelling
Pensions
F.A.Q.s
Frequently asked questions
What is life transition planning?
Life transition planning is the process of preparing for significant events or milestones which may affect your finances and lifestyle. By identifying your current and changing priorities in relation to specific life transitions, you can create a robust financial plan to help secure your future.
How can an independent financial advisor from Rosewood help?
Rosewood’s financial advisors will help you to set realistic goals and objectives to tackle life’s transitional events, placing you firmly back in control of your finances. By considering the wider, long-term impact of life events, we can help you to plan for all eventualities.
Feel supported when life takes you on unexpected journeys
With Rosewood Wealth Management’s continued support, you can take back control of your finances and prepare to make sound financial decisions throughout changing times.