At Afshar & Machaalani Group Private Wealth Management, we understand that wealth means something different for every woman. For some, it’s security. For others, it’s freedom. For many, it’s the ability to care for others while still honouring your own goals. But one thing remains the same: your financial plan should reflect your life.
That’s why we take the time to listen, model scenarios, and build strategies that protect your financial independence through every transition. Whether you’re managing caregiving responsibilities, going through a divorce, or stepping into retirement as a widow, we offer advice that’s proactive, precise, and deeply personal.
The balancing act: caregiving, career breaks, and financial independence
Women often take on a disproportionate share of caregiving—supporting aging parents, raising children, or even helping grandchildren. These responsibilities can create career breaks, lower lifetime earnings, and strain long-term savings.
That’s why we build financial plans that account for all of it—not just your investment portfolio. We integrate cash flow planning, wealth preservation strategies, and long-term modelling to make sure your plan stays on track, even when life shifts unexpectedly.
Our structured planning process includes:
- Emergency planning for caregiving interruptions
- Integration of caregiving costs into retirement income models
- Strategic use of insurance and trusts to protect your independence
Your next chapter: growth, freedom, and reinvention
Many women come to us in their 50s, 60s, or 70s ready to grow—not just financially, but personally. Whether you’re thinking about travel, philanthropy, mentoring, or simply enjoying more freedom, your financial plan should support those goals.
We help you:
- Build flexible withdrawal strategies so you can enjoy your wealth—without fear of running out
- Use strategic gifting or legacy planning to help children or charities
- Reassess investment goals to reflect lifestyle priorities
