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Meet Emma, 70

“On the advice of the Veritas financial planner, my husband John involved me from the first meeting. When he died suddenly, I not only had a sound understanding of our financial affairs, I also had a team I trusted to help me take control of my life.”

The Scenario

When Emma’s husband passed away suddenly, she was able to recover and take over the financial reins, unlike her financially-unsavvy friend, Sally, who was left bewildered and bamboozled by red tape.

The Challenge

  • When you lose a loved one who you were financially dependent on, you not only have to deal with the grief, you also feel like you’re at sea with every sphere of your life.
  • It is extremely stressful to put your trust in strangers when you’re vulnerable and uninformed.
  • I didn’t want to make costly mistakes simply because I was too embarrassed to admit that I didn’t understand.

The Veritas Solution

When John initially suggested that I join him at the Veritas meetings, I could think of many things I would rather have been doing! In hindsight, I am so thankful that he involved me. Not only did I get a sound understanding of our family’s financial affairs, but it also gave me the opportunity to get to know the people that held my security in their hands.

I only appreciated the value of my ongoing involvement when a good friend of mine also found herself unexpectedly widowed. Sally had to wait 18 months while the bank wound up her husband’s estate. In my case, this was done with Veritas and their associates within six months.

Of course, the grief of losing a partner is overwhelming. However, feeling in control of my financial affairs with the support from a known and trusted team, empowered me and enabled me to carry on with my life in a way that John would have wanted.

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