Redundancy

If you’re facing redundancy, seeking advice from a qualified financial adviser will help you to restructure your financial affairs. This is the first step to achieving a sense of direction and order in your life.

Redundancy is becoming a common occurrence. We all know someone who has lost their job as a result of the current global financial crisis.

Something to keep in mind: your job has been made redundant – not you.

Whether you’re compelled to leave or whether you accept a voluntary redundancy package, your personal and financial situation will be unique.

You will have a lot of questions:

  • How can I make my payout last until I can find employment?
  • Should I use my redundancy payment to finalise debts?
  • Am I entitled to any Centrelink benefits?
  • How will my payout affect my tax?
  • How can I make my money last if I don’t plan to return to the workforce?

Harvard Wealth (note1) can answer your questions.

How can we help?

At Harvard Wealth, your initial consultation is obligation free and will cost only your time. During this consultation we will:

  • Examine your current situation
  • Discuss your future plans
  • List issues that may affect you
  • Outline the various options and strategies available to you.

We can provide advice and understanding in the following areas:

  • Cashflow management
  • Centrelink entitlements
  • Superannuation
  • Retirement planning

We understand the issues surrounding redundancy can be complicated, confusing and traumatic. We can provide you with strategies that are tailored to your unique situation and future needs – whatever your stage of life.

What happens at our first interview?

  1. We meet to gather information about your position
  2. We then discuss your goals – what would you like to happen?
  3. We’ll then consider some possible options

Once we all agree to proceed, we will evaluate your options and in the next appointment:

  1. We will then reconfirm your goals and ojectives
  2. We’ll present you with options and models
  3. Based upon your decision here, we’ll then compile a strategy designed to achieve your goals

The next time we meet, we’ll present you with our recommendations contained in your Statement of Advice.

If this sounds like the thorough and tailored service you’d like, please contact us now to arrange an appointment.

1 Harvard Wealth Management Pty Ltd ABN 89 133 303 447, trading as Harvard Wealth is a Corporate Authorised Representative of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951)

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(07) 4922 4548