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Wollongong Moss Vale Sutherland Shire
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Family & Business Protection

Family and Business protection is an important consideration when having a look at your overall financial plan. It is often overlooked and potentially put in the too-hard basket.

At Eucha Private Wealth, we discuss the ‘what if’ scenarios and help you put in place possible solutions for these unplanned events should they happen.

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Protection

If you have a family, a business, or others who depend on you, if you work, have debt, then you should consider insurance. Working with a professional Financial Adviser at Eucha Private Wealth can help make the insurance process easier to understand and navigate. We can help you understand and explain the different types of policies and present potential options that would suit your individual needs.

Timeframe

At Eucha Private Wealth, we can help develop a comprehensive plan for your short or long-term objectives regarding insurance, we do more than just buy insurance policies. The types and levels of insurance cover needed may change throughout your life. Unfortunately, many Australians only find out that they don’t have the right insurance coverage or sums insured when they need to make a claim.

Professional Guidance

You might be new to insurance, or you may already have insurances in place, at Eucha Private Wealth, we work with you to understand how insurance can play a role in your financial wellbeing. Our experienced Financial Advisers will break down the sometimes-confusing world of life insurance. We specialise in both personal and business life insurances and help you to determine the cover/s that are right for you. We review your life insurances so that if your life changes, we can adapt and help change your life insurance policies to meet your needs and objectives at whatever stage you are at in life.

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