Family Financial Specialist

Position Description

About Family Reimagined

Family Reimagined is redesigning the way Australian families navigate separation.

Rather than families trying to coordinate lawyers, accountants, mediators, counsellors and financial advisers on their own, we provide one coordinated team that supports them through every stage of separation.

Our purpose is simple: help families transition into two successful households while protecting children's wellbeing, reducing conflict and empowering parents to make informed decisions.

This is not a traditional accounting or financial planning role. It is a collaborative, family-focused position that combines financial analysis, education, planning and problem solving.

The Role

As a Family Financial Transition Specialist, you will guide separating families through one of the most financially significant periods of their lives.

Working alongside the Family Redesign Specialist, you will help both parents understand their current financial position, explore future possibilities and develop practical financial solutions that enable each household to move forward with confidence.

You are not there to advocate for one parent over the other. Your role is to help both parents / individuals understand their financial reality, identify options and support informed decision-making for transition to two sustainable households.

Key Responsibilities

Short-term financial stability

Support families to understand their immediate financial situation by:

  • reviewing household income and expenditure

  • identifying urgent financial priorities

  • ensuring essential commitments are covered

  • ensuring both parents have access to funds

  • helping parents understand immediate cash flow requirements

  • identifying practical solutions where financial pressure exists.

Understand the family's financial circumstances

Develop a detailed understanding of the family's situation, including:

  • current employment and income

  • earning capacity of each parent

  • working hours and flexibility

  • existing roles and responsibilities

  • parenting arrangements

  • care of children

  • household commitments

  • lifestyle considerations

  • future employment opportunities.

Property and financial analysis

Assist families to complete financial disclosure:

  • identify and document assets

  • identify liabilities

  • understand superannuation

  • review businesses, trusts and investments where applicable

  • prepare clear financial summaries and identify any areas of contention between the family members.

Separation financial modelling

Using current Australian family law principles and established methodologies, assist families to understand:

  • contributions made by each party (financial and non-financial)

  • future needs considerations

  • financial implications of different parenting arrangements

  • possible living arrangements

  • different property settlement scenarios and outcomes.

Families should leave understanding not only one possible outcome, but a range of practical options.

Individual financial planning

Meet separately with each parent to:

  • understand personal goals

  • identify financial priorities

  • prepare realistic household budgets

  • discuss affordability

  • explore housing, mortgage, superannuation and refinancing options

  • consider investment opportunities

  • identify pathways towards long-term financial independence.

Creative solution development

Work collaboratively with both parents to explore practical options that may include:

  • staged property settlements

  • delayed sale arrangements

  • buy-outs

  • offsetting assets

  • superannuation splitting

  • different parenting arrangements that influence financial outcomes

  • innovative solutions tailored to the family's circumstances.

Collaboration

Work closely with:

  • Family Redesign Specialists

  • accountants

  • financial advisers

  • mortgage brokers

  • support professionals

  • government financial support and taxation bodies

to ensure families receive coordinated advice and support.

What We're Looking For

You enjoy solving complex problems and helping people make confident decisions during significant life transitions.

You communicate financial concepts in plain English and remain calm when your clients' emotions may be running high.

You are curious, compassionate and able to balance empathy with objectivity.

Excellent listening, documentation and analytical skills are essential.

Desired Qualifications and Experience

Qualifications may include:

  • Accounting

  • Financial Planning

  • Mortgage Broking

  • Financial Counselling

  • Business / Economics

or other relevant equivalent experience.

Experience in one or more of the following would be highly regarded:

  • family law

  • property settlements

  • financial counselling

  • lending

  • taxation

  • superannuation

  • investments

  • estate planning

  • business valuation

  • separation and divorce.

Training Provided

Successful applicants will receive comprehensive in-house training, including:

  • Family. Reimagined methodology

  • family separation and divorce

  • Australian family law fundamentals

  • domestic and family violence awareness

  • trauma-informed communication

  • conflict reduction

  • documentation standards

  • Family. Reimagined systems and technology.

Our Vision

This role is about much more than dividing assets.

It is about helping families build two financially sustainable households, reducing unnecessary conflict and giving parents the confidence to begin their next chapter.

Yes I'd like to work with you