How Financials Bring Value to the Collaborative Table – Member Event 14 August 2025

Financial advisers are key players in the collaborative process.

Traditionally involved only after settlement in traditional family law matters, advisers involved in the collaborative process can offer clients vital guidance and clarity from the outset. Including a financial adviser early can provide clients with support around cash flow, debt, budgeting, asset valuation, and long-term planning. Advisers help clients set financial boundaries, stress-test settlement options, and ultimately make more confident, informed decisions.

In collaborative matters, advisers contribute not only technical expertise but also emotional reassurance—helping reduce anxiety and enhance decision-making. Their presence strengthens the team dynamic, fosters momentum in stalled negotiations, and allows clients to visualise life post-separation. As the collaborative model expands into other areas like Wills and Estates, financial professionals are ideally positioned to help clients navigate complex transitions.

To support this shift, CPNSW has developed a detailed member resource: The Benefits of Including a Financial Adviser (Financial Professional) in Collaborative Matters. This guide explores how and when to engage advisers, what value they bring, and how they can transform outcomes for clients and collaborative teams alike.

We’re also excited to announce an upcoming event “How Financials Bring Value to the Collaborative Table” on 14 August 2025, focused on empowering financial advisers to understand and step into the collaborative process. Whether you’re a lawyer seeking more holistic support for your clients, or an adviser interested in joining this growing field, this event is not to be missed.

Let’s work together to grow a stronger, more inclusive collaborative community.