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Wollongong Moss Vale Sutherland Shire
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Ongoing Help & Support

At Eucha Private Wealth, we don’t believe in seeing you once and never seeing you again. Our ongoing service offering includes keeping everything ticking along, helping with Legislative and Regulatory changes, and guidance on how to manage these changes, this all helps setting your mind at ease that you are still ok financially.

At Eucha Private Wealth, we offer you an ongoing service to help you with making informed financial decisions throughout the various stages of your life.

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Ongoing services

Continued help and support from Eucha Private Wealth ensures that your plan(s) can adapt to changes that can occur throughout your life. Our ongoing service is more than just looking at numbers. Getting to know you, your family, and what is important to you helps continue to make you feel confident about your financial plan and making informed financial decisions that sets your mind at ease.

Stay informed when economic and market conditions change

With our time and experience in the industry, we have been through a number of economic and market conditions, we have been through global events and seen numerous regulatory changes, it is important to review your financial plan and position on a regular basis and take these events into consideration in your bigger picture. Our ongoing financial advice can help you stay on track. Meeting up with your Eucha Private Wealth financial adviser/s at pre-determined intervals helps towards meeting your initial and ongoing financial goals, and it provides you with peace of mind that you have the right financial advice practice working with you.

Professional Guidance

An ongoing relationship with the trusted Eucha Private Wealth adviser can continue to answer any ongoing questions that may arise. The ongoing adviser/client relationship is about much more than money, and it provides comfort and sets your mind at ease that you are being looked after.

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