Redundancy & Inheritance
Manage unexpected job loss or the receipt of an inheritance.
Overview
Receiving a redundancy payout or inheritance can significantly change your financial position. While these moments can present new opportunities, they can also raise important questions about how best to manage and protect the funds. At HPartners, we help you take a measured and strategic approach so these financial events support your long-term goals.
Our advisers work with you to understand your circumstances and explore the most effective ways to use the funds, whether that involves managing tax implications, reducing debt, strengthening investments or planning for the future. With the right guidance, redundancy payments and inheritances can become an opportunity to reset, strengthen your finances and move forward with greater confidence.
How This Works
How our financial planning works
Explore how our services guide your financial journey. From planning to advice, we support you every step.
1. Discovery & Goal Setting
We begin with a conversation to understand your priorities, risk appetite and life stage. Clear goals are the foundation of any successful plan and give you direction and motivation
2. Strategic Plan Development
Your adviser then develops a tailored plan covering cash flow, investments, superannuation, insurance and retirement strategies. This roadmap aligns recommendations with your goals and personality.
3. Implementation
Once you’re happy with the plan, we help put it into action—setting up accounts, adjusting budgets and coordinating with your other professionals to ensure everything runs smoothly.
4. Ongoing Review and Adjustment
Life isn’t static, so we check in regularly to monitor progress and make adjustments as markets change or your circumstances evolve. This ensures your plan stays on track over time.
Related Services
Our Financial Planning Services
We help you understand your money and what it can do for you—now, and in the future. Whether you’re just starting out, growing your wealth, or getting ready to retire, we tailor advice to suit your goals, life stage, and personality.