Executive Financial Planning
For executives, professionals and senior managers with limited time to manage their own financial affairs, a Halifax Adviser is able to provide personalised financial advice to help meet your financial objectives. This may include wealth creation plans, tax minimisation, salary packaging advice, superannuation, retirement and investment advice, risk management and regular portfolio reviews.
Expatriate Financial Services
Halifax Advisers can assist expatriates maximise the wealth they create while working overseas and keep them informed of financial developments back here in Australia. Looking after their financial and taxation matters whilst they are overseas can leave them worry-free, more productive and focused on their job. Before you depart, we can assist with tax, superannuation and other investment decisions. We can also coordinate professional advice in a range of other key areas such as legal, banking, insurance and residency.
Redundancy and Early Retirement Counselling
Redundancy can be a difficult and stressful time. Veratis advisers can provide customised advice through private financial counselling sessions or seminars to assist with making the correct decisions and investment choices. We can help you make the most of the lump sum benefit you received and can advise on issues such as superannuation, minimising taxation, planning your job search and social security entitlements.
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