Infinity Wealth Solutions

Financial Planner and SMSF Specialist Adviser

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Retrenchment

If you are retrenched, you’ll have a lot of issues to consider. For some, retrenchment can lead to an exciting new beginning. For others, it can be a source of emotional turmoil with the potential to cloud good judgement. Whatever your situation, it’s important to get sound financial advice on your entitlements and how you can make the most of the money you receive.

If your employment termination payment has a number of different components, we can explain what each component is, estimate its tax liability, and explain the implications of the various options available to you.

We’ll talk to you about your plans and whether you expect to continue working full time or part time, or retire early. If you’re unsure how best to use your lump sum payment, we’ll consider your financial situation and show you different options. For example, we might look at whether it is better to reduce your mortgage or contribute to your super.

If you decide to invest all or some of the money, we can recommend investments based on your particular needs, situation and risk profile.

To find out how we can help you make the most of your redundancy payment, call 08 93972552 or email us.

Important Information

Information in this web page is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on this document.

This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

 

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Contact Details

☎ 08 9393 3770

✉ PO Box 4232
Harrisdale, WA, 6112

✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112

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Testimonials

Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon. 
Munster, WA
Answers all my questions in a language that i understand.
Male, 31
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
Gosnells, WA
Pleasant to deal with and seems to have our best interests at heart.
Armadale, WA
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Mandurah, WA
Excellent Financial adviser.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Female, 62
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Female, 77
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Female, 33
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
Trust and understanding of my current situation and the changes that will occur to these.
Osborne Park, WA

Infinity Wealth Solutions ABN 24 147 842 715, Corporate Authorised Representative of Matrix Planning Solutions Limited

ABN 45 087 470 200, AFSL & ACL No. 238256

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