Retrenchment and Redundancy

If you are retrenched or made redundant, 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, contact us.

Get In Touch With Us

Allan H     Warriewood 

My reasons for being a client of Future Funds are:
Proximity of office, allows more face to face.
All dealings have been extremely professional.
Comfortable meetings-put at ease etc.
Extremely comfortable with Fund Managers being recommended.
Staff always professional & ready to help
Confidentiality always apparent.
The Priority Service makes me feel important not just one of the bunch, costs a little more but service is fantastic.


Doug 0     Perth 

Short answer to both questions; Being part of a group, and dealing with people we trust!


John F     Avalon 

Being a client means receiving trusted and sound advice in a timely manner with no pretences and no hard sell. The Priority Service means continuity of personal service with close attention to the details.


Margaret W     Newington 

Being a client of Future Funds has been a very steep learning curve, in a good way, for me. Financial matters have always been a mystery to me, but Grant Simpson’s very clear, concise and patient explanations and advice have given me confidence in my choice of Future Funds. The Priority Service has given me a feeling of security as I approach retirement.


Ray H     Blackett 

I'm pleased to be a part of Future Funds because of your methods, advice and regular contact. Also prompt replies to any concerns. Friendly Staff. For me, the Priority Service is about the regular keeping in touch and reports (monthly) which gives one peace of mind in these uncertain times. Also the need to alter investments immediately if necessary.