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Wollongong Moss Vale Sutherland Shire
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Redundancy and Lump Sum of Money Advice

At various stages of your working career, you may be offered or forced to take a redundancy. This may be at a time that you least expect or are anticipating receiving one. Receiving a redundancy payment has many different options available, such as repaying debt, contributing to super, purchase a property, or bring forward an early retirement.

At Eucha Private Wealth, we discuss the various options you have available and help you make informed decisions on what to do with the funds available.

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Who we can help

Do you require lump sum money advice? Have you received an inheritance, a redundancy, or a surprise money windfall like winning the lotto?

Figuring out what to do with your money is an important part of your picture. At Eucha Private Wealth, we can help and develop a financial plan to answer common questions like:

  • What do I do with the money?
  • Am I making the most of my money?
  • Am I using my money wisely?
  • What are my goals and objectives?
  • How can I use this money?

Redundancy

You may have received a planned or unplanned redundancy. Getting the right financial advice can make the pathway through not only the financial implications but also help with the emotional aspects that often accompany a redundancy payment. We can help you understand the redundancy in your bigger picture and to ensure that you have the appropriate structure and financial plan that is right for you and provides peace of mind that you are okay. There can be some complexities that arise, and having a professional, skilled Eucha Private Wealth Adviser to guide you to make informed financial decisions helps with the redundancy position.

Lump Sum of Money Advice

What do I do with this lump sum of money? How do I make sensible, informed financial decisions that are right for me? Will my decisions affect my financial future? What don’t I know?

Having a lump sum of money can cause stress and tension around what the right financial decisions are. At Eucha Private Wealth, we can help answer your questions by understanding you, your needs, and your goals and objectives. We can work together to plan the best outcomes, as well as build your financial literacy.

Ongoing Training

Our advisers participate in regular training sessions to maintain and update their knowledge accordingly. We believe this is essential to provide comprehensive advice suitable for your personal position.

InvestmentsRetirement & Income PlanningGrowing your SuperannuationSelf-Managed Super Fund (SMSF)Redundancy & Lump Sum Money AdviceFamily & Business ProtectionAged Care PlanningEstate PlanningOngoing Help & Support

Testimonials

“Jamie provided us with advice on life insurance which we were particularly grateful for during a recent cancer diagnosis. Over the years he has also provided us with advice on self-managed superannuation, estate planning and retirement planning. The expertise and attention to detail with which he has handled our financial affairs could not be faulted.”

Anne & Colin

“Jamie Hynds has been my financial planner adviser for a few years now. I have found Jamie’s knowledge and understanding of my requirements of my portfolio to be excellent. He always keeps me informed of any changes or updates when needed. Without a doubt I would highly recommend Jamie re-advice with the financial sector.”

Judy

“We have been with Jamie for 5+ years now. I found him to be honest and reliable he keeps you up-to-date, calls if you have any issues, when we go into meetings he explains everything and tells you everything that he’s going to be doing with the wealth and money. I’m very happy with what he’s doing with us and keeping us going for many years to come. Would recommend him to anyone who is interested in retiring or investing.”

Steve & Karen

“We have been clients of Jamie Hynds for approximately 9 years and have always found him to be reliable and truthful. Jamie has always shown to us the highest level of communication, knowledge, and professionalism. We have always felt extremely confident that Jamie has our best interest at heart and makes us comfortable that we could not be in a better hand in regards to our financial future.”

Rhonda & Gary

“Since 2016 my husband and I have had the pleasure of Jamie’s advice with regard to retirement and general business and have found his advice both precise and to our benefit. He is both personal and professional in his dealings. Should you have questions you can guarantee he has time for you. We wish him well.”

M & K

“When our former adviser closed down and we were looking for a new adviser, Eucha was recommended to us. We found Eucha very helpful and efficiently transferred all our details across. We have no worries in recommending them for all your financial advice.”

Colin & Meryl

“Jamie has assisted us with our retirement planning over the last 9 years. We have found him to be open and honest and always available to discuss any issues. He is committed to helping us achieve the best possible financial outcomes for our future.”

John & Helen

“Jamie Hynds has been our Financial Advisor for the past 12 years. During that time he has been most informative in all aspects of our investments. He takes the time to really ensure we understand where and how our funds are invested. He has a professional and genuine approach when dealing with his clients.”

Roy & Teresa

“I first met Jamie when we sought his advice in the handling of my mother’s financial affairs on entering age care. On mum’s passing I continued my association with Jamie and have been extremely happy with his professional service and advice.”

Lynette

“Jamie helped me to restructure and manage my Self-Managed Super Fund with clear and detailed understanding. I now have confidence and clarity working towards a retirement plan.”

Tony

“Since 2007 Jamie Hynds (at this time working with Westpac) advised us in all our financial questions like Superannuation,  Financial Planning and Correspondence with Centrelink. Jamie works very professional, does everything in writing and follows up. He is honest and we trust him full with his advice. Never in all the years he did disappoint us. With his help we moved easily from working life into the Retirement.”

Herbert & Eva

“We have known Jamie for several years when he was working for Westpac before starting up his own business as Eucha. He has always been very friendly and helpful in handling our finances. Looking forward for everything to continue for many years to come.”

Heather & Peter