What is wealth management?
Perhaps it’s due to the name, but many people are unsure of what the term “wealth management” really means – and who can benefit from it. Don’t underestimate the effect that this has on your whole being. The fact is, financial advice is relevant to almost everyone at many significant stages of life. And that includes redundancy. On one hand, there’s a lot to do which might include finding another job, telling family and friends and emotionally moving on. On the other hand, this is a tumultuous event and you need to look after yourself.
Wealth management isn’t necessarily about how much money you have today. It’s about protecting your family and ensuring your future prosperity. So try not to stress more than necessary, and just work through a checklist to make sure you are doing all the right things.
We are here to support you.
Beyond Bank are here for our members in all times. With a team of experienced financial planners, we can help you make the most of what can be a difficult period. This booklet gives you some information about the things to consider if faced with redundancy.
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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.