It’s not a showdown! Finance and legal can actually get along (unlike some in laws we know).
The truth is, the best outcome comes when everyone works together. Whether you need a financial advisor to help manage funds or a lawyer to take on the complex jargon, it’s about what you need, not picking sides. Every claim is different and the right team will shape around you not the other way around. At the end of the day, everyone should be in your corner, working toward one goal: getting you what you’re entitled to, as smoothly and fairly as possible.
Lawyer or finance guru? Don’t worry you don’t have to pick a side like it’s State of Origin.
If your case needs legal grunt, we’ll connect you with a lawyer who knows how to take on the insurers (and win). If it’s more about unlocking your funds or negotiating with super, a finance expert might be your best bet.
Either way, both work on a no win, no fee basis, and both are vetted to make sure they’re not charging more than a Sunday pub schnitty. We’ll point you in the right direction based on what your situation actually needs not what someone is trying to sell you.
Who’s your weapon of choice?
Finance Person aka your money magician.
If you’re just trying to get access to your payout without the drama, a good financial advisor can unlock your funds, set up instalments and even help you sort out things like hardship payments. Basically, they’re like that mate who rocks up to a job site, finds the problem in two minutes, fixes it first go and even cleans up after, absolute wizards.
Legal Person for when things get messy.
Got a complex claim, multiple policies or an insurer who keeps saying “no” like a toddler with attitude? That’s when you call in the big guns. A lawyer can escalate, mediate and if needed, take it to court with the confidence of a footy ref blowing the whistle at full time no arguments, game over. They're who you want when the gloves come off.
And remember: both work on a no win, no fee basis. You don’t pay unless you’re paid because the only thing worse than being sick or injured is getting hit with a bill before your payout.