Financial Transition Planning

A new approach to wealth management that cares for the person behind the plan.

Life is full of expected and unexpected changes.

We know we’ll probably change jobs a few times before retiring one day.

And while we may not like the idea, we know our kids will grow up, our faces will wrinkle and our elderly parents will pass away.

There are also changes we don’t expect.

The premature loss of a loved one. A sudden retrenchment. And the breakdown of a marriage. These events can leave us feeling overwhelmed, stressed and uncertain about the future.

Financial transition planning acknowledges that there are two sides to effective money management – the technical and the personal. A Certified Financial Transitionist® (CeFT®) combines expert financial advice and emotional support so you can manage personal change with confidence.

In short – a Financial Transitionist® puts the heart back into the finance industry so you get the holistic support you need when you need it most.

Why should you choose a Certified Financial Transitionist®?

You will stress less and dream more.

Using a technique called the ‘decision-free zone’, the decisions you need to make are organised by urgency. This gives you space to breathe and strategise for the future.

Your financial and emotional concerns are thoughtfully addressed

By focusing on the human side of financial planning, you will be empowered to deal with complex change at a time when you’re feeling your most vulnerable.

You will be working with someone who understands human transitions on their deepest level.

The way we think and act changes when our world is suddenly and irrevocably changed. A CeFT® understands the four stages of transition and has the tools and skills to help you work through any difficulties you’re facing.

You will have the space and framework to explore your options.

Instead of being told what’s right for you, you’ll be able to test various scenarios and contemplate their outcomes. As a result, you’ll feel confident in your decisions and ability to make them.

You’re guaranteed a highly trained professional.

You cannot become a CeFT® unless you are already qualified as a financial planner. The certification requires an additional year of in-depth study so you know you’re getting someone who really knows their stuff.

Our founder, Aynsley Jurson is one of only a handful of CeFTs® in Australia.

If you’d like to chat to Aynsley about the many benefits of financial transition planning, book a complimentary 20-minute Connect Call.

It’s a great opportunity to see if our approach is the right one for you.

Book a call

Supporting you through the four stages of financial transition

Stage 1: Anticipation

You become aware that a change is going to occur.

Your expectations, relationships and focus begin to shift. You start wondering about how the change will impact your life. You might feel anxious, terrified or totally overwhelmed.

As your CeFT®, we help cultivate a growth mindset and prepare you for your divorce by managing expectations and avoiding any harmful decisions or actions.

View our restore package

Stage 2: Ending

You acknowledge that a chapter of your life is coming to an end.

You may start to grieve and feel stressed and emotionally exhausted by the big decisions you face.

We help organise and prioritise your to-do list to reduce the overwhelm and help you make smart financial decisions. As your sounding board and thinking partners, we provide a safe space to discuss anything you’re struggling with.

View our restore package

Stage 3:


You start to adapt to your new normal, letting go of your old ideas and forming new ones.

This is a time of exploration and adjustment as you redesign your life. It’s common to question your new identity. You might feel terrified or excited or both.

As you experience doubts and indecision, we are there to support you and test scenarios so you can make confident decisions about the future.

View our renew package

Stage 4: New Normal

You come through the other side and start confidently living your new life.

You’ve established systems, patterns and predictability and feel more settled, calm and in control. You’ve grown wiser and discovered just how strong and resilient you are.

We support you to maintain momentum and continue to make decisions that will secure your financial future. Together, we reflect on your experience and implement the learnings.

View our rebuild package
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