Pre-Settlement Advice

Dune Financial Planning Ltd provides pre-settlement advice to the claimant’s legal team on the complex aspects involved with negotiating and accepting a settlement. We specialise in the following services:
  • Periodical payment reports (analysing the structure of legal settlements at a preliminary stage and for court approval hearings)
  • Ensuring appropriate indexation is applied for periodical payments
  • Attendance at settlement meetings
  • Expert witness services on quantum
  • Infant settlement and analysis reports for the court, comparing Court Funds Office investments with an alternative investment strategy
  • Welfare benefits assessment

We have assisted many claimants and their legal teams on the appropriate way to structure the settlement to meet both short term and long term financial needs.