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March 2014

Seminar: Understanding Your Pension – A Centrelink presentation

March 25, 2014 @ 10:00 am - 11:30 am
Ettalong Beach Club, Memorial Ave
Ettalong Beach, NSW 2257 Australia
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Retiring from paid work is a major life change.  To help with your retirement planning, we've teamed up with Centrelink's Financial Information Services Officer to bring you all you need to know about your pension and how it will effect you. What you will learn about: How your pension is calculated Assessment of Income and Assets Concessions Rights and Obligations Taxation issues Centrelink Services The role your financial planner can play in maximising your pension and your lifestyle  

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April 2014

Understanding Retirement Income Streams

April 29, 2014 @ 10:00 am - 11:30 am
Ettalong Beach Club, Memorial Ave
Ettalong Beach, NSW 2257 Australia
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You've worked hard for years and saved up a sizeable retirement nest egg and now you want to retire.  The decision about how to structure your retirement income streams to maximise your Centrelink entitlements, minimise your tax liabilities and ensure that your money lasts as long as possible can be quite daunting and confusing. To help you we've teamed up with Centrelink's local Financial Information Services Officer to bring your all you need to know about your options. What you…

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May 2014

Seminar CANCELLED: Small Changes Big Rewards – Smart strategies for June 30

May 29, 2014 @ 6:30 pm - 8:00 pm
Ettalong Beach Club, Memorial Ave
Ettalong Beach, NSW 2257 Australia
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SEMINAR CANCELLED With the end of the financial year fast approaching, it’s a great time to make smarter decisions about your finances. And with legislation and rules continually changing, it’s never been more important to review your financial position and take advantage of end of financial year opportunities. Having the right strategies in place can make a big difference to the amount of tax you pay now. More importantly, it can also make a significant impact on the kind of…

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August 2014

Ettalong Diggers Wedding Expo

August 10, 2014 @ 10:30 am - 3:00 pm
Ettalong Beach Club, Memorial Ave
Ettalong Beach, NSW 2257 Australia
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We'll be exhibiting at the Ettalong Beach Wedding Expo on 10 August 2014.   We'll be talking about our Getting Married Financial Planning Package - a package to kick-start your financial life together.  Drop by and say hello for more info; or give us a call on 02 4342 9215. Planning a wedding is hard work - let us help you take charge of your finances as a couple.

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November 2014

A Global Economic Update and an Introduction to Goals-Based Investing

November 12, 2014 @ 6:30 pm - 8:00 pm
Diggers @ The Entrance, 315 The Entrance Road
The Entrance, NSW 2261 Australia
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If reliable and stable income is important to you – how do we create a portfolio to deliver just that? If capital security is important to you – what are the portfolio tools we can use to achieve exactly this? What if both are equally important? We are pleased to invite you to our seminar: Aligning life and wealth - A Global Economic Update and an introduction to Goals-Based Investing Country Wide Wealth presents an informative seminar that provides an update on…

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A Global Economic Update and an Introduction to Goals-Based Investing

November 13, 2014 @ 6:30 pm - 8:00 pm
Ettalong Diggers, Memorial Ave
Ettalong Beach, NSW 2257 Australia
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If reliable and stable income is important to you – how do we create a portfolio to deliver just that? If capital security is important to you – what are the portfolio tools we can use to achieve exactly this? What if both are equally important? We are pleased to invite you to our seminar: Aligning life and wealth - A Global Economic Update and an introduction to Goals-Based Investing Country Wide Wealth presents an informative seminar that provides an update on…

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March 2015

Seminar: Transitioning to Retirement – a gradual move

March 24, 2015 @ 6:30 am - 8:00 pm
Mingara, Mingara Drive
Tumbi Umbi, NSW Australia
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Transitioning to Retirement - a gradual move. Aged 55 and over? Were you aware that you can currently get limited access to your Superannuation in a tax friendly manner?  The Australian Government has made it possible for you to keep working while drawing down some of your super benefits. The policy, called transition to retirement, allows you to supplement your salary and maintain a comfortable lifestyle. You can also use the policy to save tax and boost your super before…

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April 2015

Seminar: Transitioning to Retirement – a gradual move

April 2, 2015 @ 6:30 pm - 8:00 pm
Ettalong Diggers, Memorial Ave
Ettalong Beach, NSW 2257 Australia
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Transitioning to Retirement - a gradual move. Aged 55 and over? Were you aware that you can currently get limited access to your Superannuation in a tax friendly manner? The Australian Government has made it possible for you to keep working while drawing down some of your super benefits. The policy, called transition to retirement, allows you to supplement your salary and maintain a comfortable lifestyle. You can also use the policy to save tax and boost your super before…

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May 2015

Smart ‘End Of Financial Year’ Strategies seminar

May 6, 2015 @ 6:30 pm - 8:00 pm
Mingara, Mingara Drive
Tumbi Umbi, NSW Australia
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Free

Make this 'End of Financial Year' less taxing With the end of the financial year fast approaching, it’s a great time to make smarter decisions about your finances. And with legislation and rules continually changing, it’s never been more important to review your financial position and take advantage of end of financial year opportunities. Having the right strategies in place can make a big difference to the amount of tax you pay now. More importantly, it can also make a…

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