Redundancy is often unplanned and comes as an unwelcome shock. You may experience a full spectrum of emotions and your financial responsibilities may feel overwhelming. At a time like this, it’s important to make sure you have a financial adviser that can guide you through this process and make sure you don’t lose sight of your financial goals.
Our Redundancy Services
Assess your current situation
Understand your redundancy entitlements
Develop a financial plan that considers your current cash flow needs and obligations
Identifying any saving opportunities
Determine your eligibility for Centrelink / Social Security entitlements
Re-align your financial goals
Transition to retirement strategies
We will work with you to develop a strategy that takes into account your current and future lifestyle and financial goals.