Our 'conversations' nights are an informal yet informative way for you to gain some insights into what financial issues may be affecting you, or may affect you later in life. We accommodate groups of up to 8 people every Wednesday evening, and like to keep groups small to ensure everyone is able to participate and have their questions answered.
Topics are based on client requests; however we currently have the following topics prepared:
Paying off your mortgage using superannuation - this topic is aimed at over 55's, however if you are approaching this age, you are more than welcome to join.
Aged care considerations - If a loved one is currently transitioning into aged care (or will be in the near future), this topic may be useful to you.
Pension deeming rule changes as of 1st January, 2015 - If you are currently at (or are approaching) age pension age, we examine the effects of the rule changes and how they may impact your life after retiring.
If you would like to attend, please register your interest by filling out the short form on our Contact page. We will then contact you to confirm receipt of your details and to find out a little bit more about your situation.