Meet Jacqueline Wharton

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Why is women’s financial education important to you?

We see many women contemplating divorce whose decision to leave is disproportionately affected by whether or not they are in a financial position to do so. Many women do not leave bad relationships because they are not financially equipped or secure to do so. For others, they may feel controlled through finances via their ex-partners post separation or have no clear idea about how to invest, deal with or build on the money they have received after divorce. This may be contrasted with the experience of women who understand and are able to navigate their family and individual financial position.

In our experience, many women feel unequal to their partners when it comes to money. This is not just because they may have a lower earning capacity – but because they do not feel secure in their understanding of their joint financial position. This, by itself, may lead to ongoing issues in their relationship.

We would like to see women achieve equality in terms of their financial literacy and ability. For this to be achieved, women need to be sufficiently motivated to take charge of their finances and have a clear process to get them started. We love what 10thousandgirl is doing in terms of giving women a novel way to learn how to become financial independent (and savvy!!).

Knowledge is Power!

Describe what you do for clients. Why and when does someone engage you?

Separation and Divorce Advisors assist people who are either contemplating, or in the process of, separation or divorce. We specialize in supporting people to navigate the legal, financial, parental and emotional aspects of their separation or divorce – focusing on our client’s individual needs and goals. In particular, we offer strategic negotiation and communication advice, options and support in an empathetic but practical manner.

Our clients tend to engage us prior to separation, but many contact us afterwards. We assist people in all stages of their divorce/separation.

If you had to use five words to describe your most successful clients, what would they be?

1) Interested

2) Balanced

3) Confident

4) Have integrity

5) Realistic

What are the best financial words of wisdom you’ve been given and who were they from?

“Know your numbers, girls”

“A man is not a meal ticket” AND “Prince Charming on the white horse and Unicorns have one thing in common: they don’t exist”

What can clients expect at their first meeting/consultation with you?

Our first meeting is usually spent understanding the background to the breakdown of the relationship, getting an outline of the relevant financial position, explaining the process of the law and offering advice as to strategy going forward.

How do women contact you to organise an initial catch up?

Phone:  0413 318 309

email: info@sdadvisors.com.au

Jacqueline.wharton@sdadvisors.com.au

Website: www.separationanddivorceadvisors.com.au

 

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