Wealth Development and Redundancy
Executives and Senior Managers
EKB Financial Advisers work with Executive and Senior Managers. Wealth Development and Redundancy are aspects all senior employees will experience as they travel through corporate life.
Typically, our clients are degree-qualified career builders. They have worked hard and are paying the mortgage off their own home. They are looking to secure a comfortable retirement and sometimes an early retirement!
Typical wealth development questions include:
- How do I make the most of my super and investments?
- Am I paying too much tax?
- Is there anything I can do with savings, investments or super?
- How do I make it easier to manage my financial life?
- How do I protect my wealth as I am building it?
- I have paid off my house – what’s next?
Typical redundancy questions include:
- What redundancy am I entitled to?
- How will my redundancy be taxed and are they anyways to make more of it?
- Can I survive financially in the short term?
- Should I put some money into my super or can I retire early?
How can we help?
EKB Financial Advisers can help you answer all these questions and more. A personal financial plan considers all your goals and financial resources. We work to create strategies and approaches that help you achieve your goals.
- We provide personalised advice tailored to your unique financial situation, helping you choose the right investment strategies to help your investments and super grow.
- Our financial adviser holds certifications from recognised institutions such as the Financial Advisers Association of Australia and the SMSF Association, which ensures you seek expert guidance.
- We also offer regular reviews of your investment portfolio to adapt to any changes in your financial goals, market conditions, new investment opportunities or new legislative requirements which often arise.
At EKB Financial Advisers, we pride ourselves on helping Executive and Senior Managers with Care, Knowledge and Trust.
Let’s make a time to meet
EKB Financial Advisers provide financial planning meetings by appointment. We can meet with you on weekdays between 9am and 5pm. We have a limited number of after-hours appointments too. To make an appointment, please call us on (03) 9969 2230.
We look forward to seeing how we can work with you.
