Changing jobs
Changing jobs - whether voluntarily or involuntarily - is usually a time of conflicting emotions. While facing something unfamiliar can be unsettling, it's certainly an opportunity for new beginnings.
If you're starting a new job, chances are you will consider rolling over your accumulated superannuation into another fund to minimise administration costs. You may also find that your new employer offers salary packaging.
If you receive a redundancy or retrenchment package, your financial planner can ensure that you make an informed decision about what you will do with the payment.
Your financial planner can help ease this transition by advising you on the most appropriate course of action in order to succeed in your overall financial goals.