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Life Events

Navigate job changes with financial clarity

A redundancy or career change brings decisions that need to be made quickly — often at a time when you're least equipped to make them well. Clear advice early can protect what you've built.

When a job ends, the financial decisions start

Redundancy or a major career change can arrive with little warning, and it brings a cluster of decisions on someone else's timetable: what to do with the payout, what happens to your super, whether your insurance survives the transition, and how to bridge the gap until what comes next.

The stakes are higher than they look. Redundancy payments have concessional tax treatment only within limits; unused leave is taxed as income; and employer insurance usually ends the day you finish. Decisions made hastily in the first few weeks are often the most expensive ones.

What needs attention

  • The tax treatment of your payout — and whether timing can improve it
  • Superannuation contributions while you have headroom and options
  • Replacing income protection and life cover that ended with the job
  • Cash flow planning for the months between roles
  • Whether this is the moment for a bigger change — consulting, business, early retirement

Turning disruption into position

Handled well, a career transition can leave you financially stronger: super consolidated, insurance right-sized, tax minimised, and a clear plan for the next chapter. Our approach is all about sequencing — knowing what has to happen now, and what should wait.

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