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Financial Wellness Hub

Educational and interactive content accessible online

Retire-Minded Virtual Conference November 2023

Did you know the average Australian retires 10 years earlier than planned? For some people that sounds just great, for many it comes as quite a surprise.

Listen to our experts as they deliver insights, case studies and practical tips to help you navigate any uncertainty and inspire you to retire with confidence.

Part 1 – Your best retirement plan starts now

We'll discuss how to achieve financial clarity, define key goals you should be hitting and discover what you can do to catch up or, better yet, get ahead before retirement.

 

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Part 2 – How much do you really need in retirement?

Date: November 2023

We'll talk to how much is enough ...help you work out how much you'll need to step in and enjoy life in retirement.

 

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Part 3 – Your retirement journey

Date: November 2023

When do you want to retire, where do you want to live and how you adapt to unforeseen changes in circumstances.

 

 

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Part 4 – How to pass your wealth on to those who matter

Date: November 2023

To ensure your wealth transfers to the people you want, in the way you want, you need an estate plan.

 

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One-on-one super consultation

Invest 30 minutes into looking after your super. Book a one-on-one phone-based meeting with one of our Financial Coaches.

Book now

Secure your future: the definitive guide to retirement planning

This guide underscores the critical importance of comprehensive, strategic, and proactive retirement planning to ensure a financially secure and fulfilling post-work life.

Read now

Useful resources – at no cost to you

Podcasts - Episode 4: Downsizer contributions

Podcasts - Episode 5: Account-based pensions

Podcasts - Episode 6: The benefits of financial advice (Part 1)

Podcasts - Episode 7: The benefits of financial advice (Part 2)

Retirement planning articles and Superannuation rules explained

Tools and calculators

Retirement checklist