Managing a Windfall or Lottery Win

Receiving a significant amount of money can be exciting, overwhelming — and sometimes both at the same time.

Whether it comes from a major lottery win, an inheritance, the sale of a business or an insurance settlement, suddenly having substantial wealth can create questions you may never have had to consider before.

What should I do first?

• How much can I afford to spend?
• How do I help family without creating problems?
• How do I protect the money?
• And how do I make sure this changes my life for the better?

At Globe Financial Planning, we have extensive experience helping people navigate significant changes in wealth.

Our approach is careful, private and without pressure. Often, some of the most important early decisions are about slowing things down, protecting the money and giving yourself time to work out what you really want.

Good financial advice after a lottery win or other major windfall isn’t simply about where to invest the money. It is about understanding what the money can allow you to do — and then putting the right structure around those choices.

Independent financial advice matters

Globe Financial Planning is genuinely independent. We do not receive commissions or referral payments, and we are not owned by a bank or financial institution. Our role is to help you make good decisions about your money — not to sell you financial products.

We have advised numerous clients following major windfalls, including lottery wins, inheritances, business sales and other significant changes in wealth.

Although we are based in Perth, we advise clients across Australia.

Your money. Your life.

Ultimately, a windfall should give you more choices, greater security and more freedom to live the life you want. It’s your money. Your life.

To arrange an initial complimentary meeting, either in person or online, call us on 08 9463 0047 or email .