Financial advice with heart for disability insurance, accident or injury compensation payouts

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Total and Permanent Disability payout

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WorkCover Compensation

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Transport Accident Commission claim

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Public Liability

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Medical Negligence

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Wrongs Act

→ Total and Permanent Disability payout → WorkCover Compensation → Transport Accident Commission claim → Public Liability → Medical Negligence → Wrongs Act

After a devastating diagnosis, accident or injury, the future feels more uncertain than ever.

And while a financial payout should bring some relief, you’re probably feeling overwhelmed by all the ‘should I’s’ and ‘could I’s’ of making the right decisions with it.

You’re kept awake at night with questions like:

  • How can I make sure the money lasts?

  • What about the kids?

  • If something else goes wrong, how will we cope?

We understand because we’ve been where you are.

You need more than a financial adviser; you need a trusted confidante who understands the gravity of what you’re going through. We’re here to lift the burden and create a plan that makes your payout work for you—now and for years to come.

LET'S CHAT
Nicola Beswick sitting at her desk smiling to her financial advice client

White Rabbit Advisory is who lawyers and health professionals turn to when they want their clients taken care of with confidence and care.

  • Total and Permanent Disability Insurance (TPD) payouts

  • Transport Accident Commission (TAC) claims Victoria

  • WorkCover payouts

  • Income Protection Payments

  • Trauma Insurance payouts

  • Public Liability

  • Medical Negligence

  • Wrongs Act

We read and understand the fine print - that sticky, tricky stuff that can often be overlooked.

  • ⭑⭑⭑⭑⭑

    I have known Nicola Beswick for many years both professionally and personally and have always found her trustworthy, ethical and fully versed in all areas required as a financial planner.

    I have referred her many clients and the feedback from all of them is very positive. Nicola always listens to the needs of her clients and is prompt in responding. She has their best interest as the number one goal.

    I have no hesitation in recommending Nicola to anyone looking for a financial planner.

    - Sam Rotberg, FCPA, FSSA

  • ⭑⭑⭑⭑⭑

    "Nicola Beswick epitomizes 'Care' in every sense—her powers include listening, understanding, compassion, integrity, and humility. She combines her extensive vocational expertise with genuine 'Care,' making her a force for good.

    I can attest firsthand to her impact, as Nicola’s guidance has been pivotal to my healing and that of my family. I entrust her with my financial and personal wellbeing, knowing her dedication extends beyond finance to core human values. Nicola, thank you for restoring my faith in humanity."

    - Ricky Kleynjan, Client

  • ⭑⭑⭑⭑⭑

    "In the time I’ve known Nicola, I've been impressed by her knowledge, skill, and commitment to helping clients maximise their compensation to secure their financial future.

    I never hesitate to recommend her services. Beyond her role, Nicola also volunteers her expertise to not-for-profits, a commendable reflection of her character and dedication to helping individuals achieve financial security, regardless of age or stage in life."

    - Jacinta Richards, Principal Lawyer, Robinson Gill

  • ⭑⭑⭑⭑⭑

    "I’ve known Nicola for over 4 years and have consistently seen her dedication to helping clients reach their financial potential. She is especially committed to supporting the financially disadvantaged, showing deep understanding and care for those with limited incomes due to medical conditions or disabilities.

    Clients describe Nicola as knowledgeable, professional, and caring, appreciating her approachable, non-judgmental style and ability to make complex ideas simple. She’s full of energy and skill, balancing client support, leadership, and educational webinars with ease. I hold her professionalism in high esteem and recommend her wholeheartedly."

    - Michael Gelfand, Social Work Advisor

  • ⭑⭑⭑⭑⭑

    "As a founding director of the Pro Bono Financial Advice Network (PFAN), I’ve seen Nicola's commitment strengthen and accelerate our operations since she joined as a pro bono adviser, then board member, and now Chair. Her energy and leadership have expanded PFAN’s reach, improved governance, and set clear goals for the future.

    Nicola’s dedication to providing pro bono advice marks her as one of the most committed professionals I’ve worked with, driving impactful change for both clients and the Financial Advice Profession."

    - Paul Harding-Davis, General Manager Advice IQ Partners

  • ⭑⭑⭑⭑⭑

    In my previous role as a Social Work Advisor for MS Plus, over a 4 year period, I referred dozens of people in need of monetary advice and a broad range of financial needs for Nicola’s expert financial guidance.  Professionalism, knowledge, care and attention to detail are her superpowers, I would trust Nicola with my own money in a heartbeat. 

    - Michael

We understand that this is a difficult time, and we're here to help you regain control of your financial future.

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Feel seen and heard

We know how personal injury or illness affects all aspects of your family's life, and we’re here to listen to and care beyond the financials.

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Know your options

Take back your power and make informed decisions. We help you fully understand your options and the how and why for everything you do.

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Someone on your side

When everything feels uncertain, we're in your corner helping you secure the right financial path for your family’s future.

How we help

  • We work alongside your lawyer during the legal process to make sure your financial plan aligns with your settlement outcome.

  • We help you prepare for life after the payout by calculating your long-term income needs and expected expenses. Set up an income stream that lasts a lifetime by structuring your finances correctly.

  • We’ll review the tax implications of your payout and make sure you don’t pay more tax than necessary on your payout.

  • We’ll look into how your payout will affect any government entitlements and help you protect or make the most of your benefits.

  • Take care of your family’s needs through careful estate planning and options for long-term care if needed.

  • Our commitment to you extends far beyond the initial plan. Feel supported and on track by regularly meeting with you and your family.

  • We’ve built a strong network of trusted experts—lawyers, tax specialists, and care providers—so you have access to a full range of support when you need it.

Clayton and Bronwyn spending time together after their traffic accident payout

From settlement to stability: financial clarity for the future.

After Clayton's accident turned their lives upside down, he and Bronwyn were left facing a new reality with a TAC settlement in front of them and a world of uncertainty. They needed to make sensible financial decisions to rebuild their future, all while managing the emotional weight of Clayton's injury.

Read Clayton and Bronwyn's Story

Sometimes life deals us a crappy hand. And we’re presented with a choice. We can crumble. Or we can forge a positive path forward. A path that brings us happiness, fulfillment and a sense of purpose.

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