Financial Planning

Whatever stage of your life you are at, whether you have a small amount to start investing or already have a large portfolio, come and talk to financial planning professionals who can give you advice on how to manage and grow your wealth to achieve your financial goals. You can learn about:

Wealth creation & risk management - How to invest in growth assets and diversify your portfolio to build long term wealth

Wealth protection - What personal insurance you need to protect your existing assets, income and future wealth against events beyond your control.

Superannuation & Retirement Planning - How to get the most out of superannuation to accumulate wealth for retirement. Strategies to retire in a few years. Transition to retirement pensions - what are they?

Debt management - Learn how to make the most of debt to build wealth.

Estate Planning - How to ensure the wealth accumulated over your lifetime goes where you want it.

Self managed super funds

Self managed super funds currently have over 700,000 members with over $312bn in assets. They now represent 10% of the share market according to the tax office.

Current Trustees

Come and learn the latest rules for self managed super funds and find out how take advantage of them. Make sure you talk to experts to find new investments in today’s market climate to add and protect your self managed super fund.

New Investors

If you don’t already have one, come to the expo and discover if it's right for you. Find out what's involved and make sure you understand the role and responsibilities as a trustee.

InvestmentFamily185

Oldercouple185

LifestyleBuyerCouple185