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For individuals going through separation

Separating? Make Sense of the Financials Before You Decide Anything

You don't need a court order, or even a lawyer, to get a forensic accountant's help. If you have bank statements, tax returns and business accounts but don't know where to start, we turn the pile of paper into a clear picture, a list of action items and the right questions to ask.

  • A clear picture of your financial position
  • A list of what's missing and what doesn't add up
  • The right questions to ask, and what to do next

What we do

Many people going through a separation are handed, or find, years of statements and accounts with no idea what they show. It's stressful, and it's easy to miss what matters or to spend legal fees on the wrong questions.

We review your documents and give you a plain-English summary of the financial picture, the gaps and anything that looks unusual. Then we list the action items and the specific questions to put to your lawyer, to the other party or in a request for disclosure.

You stay in control. Use our findings to negotiate, take them to a lawyer, or decide whether a full valuation or forensic investigation is worth it.

Where we can help

  • "I have the statements but don't know what they show"

    We organise bank, credit card, loan and investment records into a clear picture of money in, money out and where it went.

  • "Something doesn't add up"

    Large transfers, cash withdrawals, new accounts or spending that income can't explain. We flag what needs a question, without jumping to conclusions.

  • "There's a business or a trust involved"

    We explain what the business accounts say about income, assets, loans and value, and whether a formal valuation is likely to be needed.

  • "I don't know what to ask for"

    We give you a list of missing documents and targeted questions, so your lawyer's time and your money go further.

  • "I can't afford to get this wrong"

    A fixed-scope review first, so you only commit to more work if it is clearly worth it.

Our approach

  • A short, confidential call to understand your situation and what you have.
  • You upload your documents through a secure link. Please don't email them.
  • We review them and prepare a short written summary, a gaps-and-questions list and an action plan.
  • We walk you through it, in person or by video, and answer your questions.

We don't give legal advice, and we're not a substitute for a family lawyer. If your matter goes to court, the court's rules decide how expert evidence can be used. Our review still helps you and your lawyer focus on what matters.

Principal

Erin Huang, principal of Maxwind Analytics, in a dark suit in an office

Principal

Erin Huang, CPA

Principal, Maxwind

Erin is the principal of Maxwind Analytics. Her background combines corporate finance, building and running businesses, and specialist valuation and forensic work.

Maxwind Analytics has advised Melbourne businesses and their advisers since 2020.

About Erin

How the engagement works

  1. Confidential first callNo jargon and no commitment. We tell you plainly whether a review would help.
  2. Fixed-fee clarity reviewAgreed in writing before we start, based on what you have and what you need.
  3. Summary, questions and action planWritten in plain English, so you know exactly what to do next.
  4. Further help only if neededA formal valuation, tracing or expert report, if and when it's worthwhile.

Fees and timing

The clarity review is offered with a clear scope and a fixed fee once we know roughly what documents you have. Further work, if any, is quoted separately.

Questions people ask

Questions we are often asked

Do I need a court order to engage a forensic accountant?

No. You can engage a forensic accountant directly to help you understand your finances. If your matter goes to court, the court decides how expert evidence is used, and your lawyer will advise on that.

Do I need a lawyer first?

No, but we recommend having one for legal advice. Many clients come to us first to understand their position, then use our summary to brief a lawyer efficiently.

Will my former partner find out?

We keep your information confidential. Family law has rules about financial disclosure between the parties, so ask your lawyer how they apply to you.

What will I receive?

A short written summary of your financial position, a list of gaps and things that need explaining, the questions to ask, and an action plan.

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