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Financial planning
For many employees, redundancy is a time of great
uncertainty and anxiety, particularly when it
involves their future financial security. For many,
it may involve the receipt of a large sum of money
and the question of what to do with it. The use of
objective financial advice from a qualified
financial planner can alleviate some of the anxiety
arising from redundancy.
For employees undertaking our career transition
programs, we offer the choice of two national
financial planning networks; the independently owned
and licensed network formed by The Association of
Independently Owned Financial Planners (www.aiofp.net.au)
and the Commonwealth Bank licensed Financial Wisdom
(www.financialwisdom.com.au).
All member firms from each network provide objective
and professional financial advice. They provide a
holistic approach to financial planning, ensuring
professional advice addresses a total financial
planning strategy.
All employees are entitled to receive a limited
‘Statement of Advice’ covering the following
specific areas:
·
Superannuation options including fund evaluation and
rollover options
·
Managing redundancy money and investment
alternatives
·
Accessing Centrelink and other Government
entitlements
·
Basic taxation planning
Additional advice can be provided in the following
areas:
·
Financial planning strategies
·
Investment,
superannuation, retirement and estate
planning
·
Tax effective investment strategies
·
Family wealth creation and transfer strategies
·
Life, disability, trauma and income protection
insurance
·
Strategic professional alliances with accounting,
taxation and other professionals to deliver a
complete planning solution consistent with your risk
profile
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