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What to do with a sudden windfall


April 2018






Sudden wealth can be overwhelming, and brief if not managed properly. Here are four steps to help manage an unexpected windfall.

Sudden windfalls, whether from winning the lottery or a significant inheritance can be overwhelming, especially when the wealth comes unexpectedly. It has the opportunity to have a life-long impact however, approximately 70% of people who receive a vast sum of money unexpectedly will squander it in only a few years*. Of course you want to enjoy your new windfall, but how can you best manage this new found wealth and its impact on family, friends, and in fact your own health?

Our infographic explores four key steps, starting with taking the time to come to grips with your new found wealth, get your emotions under control and assemble a team you trust to help and support you. Read more here:

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"Approximately 70% of people who receive a vast sum of money unexpectedly will squander it in only a few years."*

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Source: *National Endowment for Financial Education study.

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