Financial Planning for...

Major life events

Guiding you toward stability

Life can throw unexpected challenges our way, leaving us feeling off balance. Whether you’re experiencing a divorce, bereavement, or another major life event, the financial impact can be greater than expected. We understand the last thing you need is the added stress of financial worries. When you feel the time is right, we’ll make sense of your finances and guide you toward the right path forward.

We’ve got you covered

Help you navigate the next steps

Before we do anything, we will ensure you feel comfortable and never rush you into making any decisions. We’ll take the time to understand your feelings and listen to the steps you want to take to secure your future.

Handle every financial detail

We’ll pick up the pieces and handle any financial or mortgage concerns, ensuring nothing falls through the cracks. If you’ve never managed your finances before, it can be overwhelming, but we will guide and reassure you.

Bring in external expertise

Occasionally, we’ll bring in trusted professional connections to provide additional support and cover areas outside our expertise. We can also work closely with your existing professionals, such as accountants or lawyers.

We’re in your corner, no matter what

We treat every client who walks through our doors as an individual, and our goal is for you to leave feeling empowered knowing you’ve made the right choices.

When you work with us, you don’t just get a financial planner – you get a team that genuinely cares about you. Each of us brings a different strength to the table, and that’s what makes the CD Financial team so unique.

As part of our service, we also provide advice on insurance and protection. Income protection can be the bedrock of your financial plan, and having the right cover in place can give you peace of mind that you are financially protected should the unexpected happen.