People often ask me why I have chosen to specialize in Financial Planning and Relationship Loss.  Fundamentally, I get irritated when I hear of vulnerable individuals who have been scammed; and you are never as vulnerable as when you have just experienced loss.  As a CFP professional and Fiduciary, excellent client outcomes and the reputation of the profession is important to me.  I would argue, there isn’t a more trusted and difficult assignment in personal financial planning than dealing with vulnerable individuals.  This is a challenging privilege that I enjoy. 

 

I love seeing people overcome in some cases insurmountable odds, exhibit personal growth, come back stronger, and even get a win or two.

 

Relationship loss covers many areas, but it refers to individuals who may have experienced one of the following

• Divorce or separation

• Grieving over loss of a loved one

• Death of a partner or spouse

• Going through loss of identity or feeling alone

• Abandonment, helplessness, or fear of being on your own for the first time

 

If you have questions or queries with regards to my process as a Certified Financial Planner or would like to discuss your personal financial planning goals and objectives, feel free to contact me on my details below.

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E:  matt@irvinewenborn.co.nz

P:  021 495 190