While as a legal advisor you are not expected to, and are not permitted to, provide financial advice but the way you frame next steps, identify red flags and guide your client to appropriate support can make a measurable difference. Your role in achieving a strong settlement outcome doesn’t end when the matter resolves, it directly shapes your client’s experience in the critical months that follow. The decisions made immediately after a lump sum payment can significantly impact whether your client truly benefits from the outcome you have secured for them. Using real-life examples gain practical insights you can immediately apply in your practice, helping you protect the outcomes you’ve worked hard to achieve and ensuring your clients feel supported well beyond settlement.
Wednesday, 12 August 2026
Professional skills
1.00pm to 2.00pm Personal injury: The First 12–24 Months: Protecting Outcomes After a Lump Sum or Benefit Starts
While you are not expected to provide financial advice, the way you frame next steps, identify red flags and guide your client to appropriate support can make a measurable difference.
In this practical, case study-based workshop, you will gain:
- Greater confidence in supporting client’s post-settlement without stepping outside your professional boundaries
- Insights into common financial pitfalls that can quickly erode settlements or undermine benefit arrangements
- An understanding of behavioural risks your clients may exhibit, including urgency, short-term decision-making and cognitive overload
- Strategies to help stabilise your client’s position early, leading to better long-term outcomes
- Tools to reduce future complaints or dissatisfaction, including the all-too-common “why didn’t anyone tell me?” scenarios
Presented by Nicola Beswick, Founder and Financial Advisor, White Rabbit Advisory
Description
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
Presenters
Nicola Beswick, Managing Principal and Founder, White Rabbit AdvisoryNicola is an ex-lawyer turned financial adviser and founder of White Rabbit Advisory. She is also the Chair of the Pro Bono Financial Advice Network (PFAN). Nicola has completed the Certified Financial Planner®, Accredited Aged Care Professional™, and SMSF Specialist Advisor™ and holds a Masters in Financial Planning. She is also a passionate MS advocate.
This seminar is part of a series
What Personal Injury Lawyers Need to Know about Financial Planning During and Post-Financial Settlement
Securing a strong settlement or TPD outcome is only part of your client’s personal injury journey. What happens at and after settlement can have a significant impact on whether that outcome delivers lasting value. While you are not expected to provide financial advice, your ability to identify risks, guide next steps and connect clients with the right support can make a meaningful difference to their long-term position. Across the series, you will gain practical insight into the common post-settlement issues that can affect financial stability, superannuation, tax, Centrelink and asset protection, with clear, real-world guidance you can apply immediately in practice. The result is better-informed client support, stronger long-term outcomes and greater confidence that the value of the result you achieved is not lost after settlement.
Description
Attend the 3-part series and earn 3 CPD units in Professional Skills
This program is applicable to practitioners from all States & Territories
View series listing
