Redundancy Planning

An accountant helping setup a self-managed super funds

At WealthVisory, our excellent team provides professional, accurate, and up-to-date financial information to our clients. Our modern office and professional team is conveniently located in the centre of Mandurah. Along with financial advice, our experienced and qualified team also provide superannuation information, wealth planning, redundancy planning, and portfolio management. 

We have been providing financial services to our clients for many years, with excellent results. To find out more about the services that we offer, to book an appointment, or to chat to one of our professional advisors, get in touch with us today.

Redundancy Planning

Have you been made redundant from your permanent place of employment? Redundancy can be difficult to prepare for, especially if you are nearing the end of your working life. 

Our professional and highly-experienced advisors can help you prepare for redundancy and put plans in place for your redundancy payout. Becoming redundant doesn’t mean your financial obligations stop, so it’s important to ensure you can cover any ongoing debts to prevent financial hardship. 

It is also important to prepare for a period of unemployment following your redundancy and allocate funds accordingly. The team at WealthVisory has been assisting clients with redundancy planning for many years, so you can rely on us to give you the advice you need. To find out more about redundancy planning, give us a call to learn more.

Next Employment

Redundancy planning doesn’t just involve creating a plan for your finances, but also your next steps in pursuing new employment. Ensuring you have allocated enough of your redundancy payout to cover your financial commitments is vital especially when it is uncertain when your next paid employment will begin.

Having a plan in place for your redundancy is fundamental.  At WealthVisory, we make it easy. To consider all of your financial options and discuss your financial goals following redundancy, get in touch with our professional team today.

Retirement

When it comes to redundancy, many older employees are the first to face it. For people that have been in the same job for many years, this can be difficult to come to terms with. Thankfully, a redundancy payout can be just what you need to reinforce your retirement fund. If you are already nearing retirement and are suddenly made redundant, using your lump sum payout can make an earlier retirement possible. 

We can help you to put a plan in place prior to your redundancy in order to get ready for retirement. We can help you to allocate your lump sum funds in the right way and prepare for your retirement.  Whether it’s helping you to plan for your upcoming redundancy or helping to prepare for your upcoming retirement, our professionals will give you the information and advice that you need.  

Taking a Break

If you’ve been lucky enough to secure employment soon after your redundancy, you may have a lump sum payment that you can utilise for a holiday or leisure activity. You may even consider paying off a loan, buying a car, saving the money, or something else that you may not have been able to do prior to receiving your redundancy payout. 

Our team can help you to make a plan for your funds and where best to invest your redundancy payout. For financial advice following your redundancy, we can help.

Investment plans

Have you recently been made redundant from your employment? What better way to make use of the lump sum than to invest it. We take the difficulty out of investment planning by providing you with the right advice and information to reach your financial goals. We can also manage your investment on your behalf to ensure you are getting the best possible returns. 

Our team can help you to decide where you’d like to invest your money, what your financial goals are, and how we think you can best achieve those goals. To find out more about our investment planning or to talk to a professional about your recent redundancy, get in contact with us today.

Cashflow management and redundancy payout management

Redundancy can be a frightening thought, especially when you have continued financial commitments. We can help you to plan for your ongoing financial commitments by making use of your redundancy payout in the right way. Pre-planning your cashflow management prior to your redundancy will allow you to be better financially prepared. 

If you are unsure where to start, the team at WealthVisory can help to plan your cashflow management, give you professional advice, and even manage your funds on your behalf. To learn more about cashflow management following your redundancy, contact us today.

Income streaming

Income streaming can be a great option following a redundancy. Income streaming allows you to receive an ongoing income just as you would from your employer. By investing your funds into income streams, you don’t need to worry about overspending or misuse of your funds. This option can be great for people that struggle with money management. 

We can make recommendations for income streaming based on your current financial situation, and your future financial goals. We can help you to understand income streams, fees, and ongoing commitments. We can compare income streaming companies to ensure that you are getting the best and most suitable deal based on your financial situation.

 

To learn more about our redundancy planning, income streaming, cashflow management, or investment planning services, give us a call and we will book you in for an appointment where we can discuss your options and financial goals. 

 
TESTIMONIALS

What people say?

Provided ongoing support for company start-ups, book keeping, technical advice. Great contact to have in my business network. I recommend them to everyone in the local area
Lloyd Stokes
I have used the earlier incarnations of Wealthvisory for many years for personal, business and trust accounting services and have always been very happy with their work...
James Fleay
The team at Dolphin Tax & Accounting are highly professional. They are consistently seeking to improve the quality and services for their customers and clients. Awesome Job.
Philip Platcher
From left to right, Matthew Rutter, Aaron Colley and Ryan Pettit

Get in touch

To find out more about the services that we offer at WealthVisory Private Clients, book an appointment with us today.

Scroll to Top