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Redundancy support - Partnering with you

Redundancy support - Partnering with you. << Presentation date >> << Presenter name >> << Presenter job title >> << Business details >> << Business details >>. << Presentation date >>. << Insert licensee logo >>. Disclaimer. <<insert your company disclaimer here >>.

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Redundancy support - Partnering with you

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  1. Redundancy support -Partnering with you << Presentation date >> << Presenter name >> << Presenter job title >> << Business details >> << Business details >> << Presentation date >> << Insert licensee logo >>

  2. Disclaimer <<insert your company disclaimer here >>

  3. <<optional slide - adapt slide to suit>> [Company name] – our credentials • Experience • Over xx years experience • Over xxxx clients • Over $xx funds under advice • Professional personal advice • Advice underpinned by quality research and technical teams • Over xx offices nationwide • Backed by a global company

  4. [Presenter name] –credentials • Your experience? • Your areas of specialty? • Your training? • Your education?

  5. The world financial crisis • In Australia, many major corporations have had to downsize following the world financial crisis, where a huge spate of redundancies have occurred. • According to the Australian Bureau of Statistics, more than 44,000 full-time jobs were lost in December 2008 alone and the Australian jobless rate rose to a two-year high of 4.5% in this same month. • In February 2009 53,800 full-time jobs were lost and the unemployment rate rose to 5.2%. The government forecast predicts unemployment could reach 7% by the end of the year.

  6. What should I do with my pay out? What should I do with my super? How long will my redundancy payout last? How am I going to pay the bills? Where will my next pay cheque be coming from? ??? Redundancy – a time of uncertainty for employees…

  7. How we can assist I can provide assistance to: • You • understanding the redundancy process • ensuring your employers are in the best position to work through the redundancy process • Your employees • minimising the tax paid in their redundancy payment • maximising government entitlements • managing cash flow, debts and expenses • maintaining insurance cover • working out superannuation options • estate planning

  8. Assisting your employees • It would benefit you, the employer, to offer these financial advice services to your affected employees as you are: • supporting your employees even in redundancy • improving your reputation as an employer of choice

  9. How we can assist Other services • Strategies to support life goals • Retirement planning • Tax effective strategies • Protecting clients from the unexpected with insurance • Portfolio construction • Wealth creation strategies • Debt management and borrowing to invest • Savings plans

  10. Our process Initial service • How we can help • Getting all the facts • Agreeing on the service • Strategy development • Presenting our recommendations • Implementation and ongoing service

  11. Our process Our aim is that our clients understand: • The strategies we are recommending and why • How these strategies will assist them in achieving their goals • How much our advice and the implementation of our recommendations will cost • Our ongoing service

  12. Session outline – employee presentation We can help your employees understand the redundancy process: • Step one – Immediate strategies • Review finances • Establish budget • Consider restructuring liabilities • Consider alternatives and set goals • Step two – Understand the termination payment • What is it made up of? • How will it be taxed? • What are the options and impacts on other entitlements? • Step three – Where to seek support • Centrelink support services • Financial planning advice

  13. Summary of service • Put in place some stop gap measures • Understand employer payments • Understand superannuation • Understand the support systems • Centrelink considerations • Replacing insurance

  14. <<adapt slide to suit your services>> Delivery of service to employees • Joint program – how we can partner up with you to provide redundancy advice to your staff facing redundancy • Employee seminars – to explain the redundancy process via presentations • Promotional activities – regular communications (emails) to affected employees, personalised letters, information packs/brochures.

  15. Redundancy support – Partnering with you If you are interested in working together to deliver redundancy support to your employees, please contact me: << insert adviser name >> << insert adviser job title >> Ph: ( ) Mob: ( ) Email: << insert adviser work address >> << insert adviser work address >> << insert adviser work address >> << Insert business logo and licensee details here >>

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