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How can a financial planner help clients move forward after separation?
Season 2026
Episode 25
Published 4 weeks ago
Description
In this podcast, Amy Honan is joined by Lynda McKie of Elston. With more than 25 years' experience as a Certified Financial Planner and Senior Wealth Adviser, Lynda has supported countless clients through significant life transitions, including separation.
In this episode, Amy and Lynda explore why financial planning is about much more than investments. They discuss when separating clients should engage a financial planner, how to create financial certainty after separation, common financial mistakes to avoid, and how lawyers and financial planners can work together to achieve better outcomes for families.
Listen now via the FLPA website or your favourite podcast platform.