Events
"When times are uncertain …..
……. understanding your financial options becomes crucial."
We host informative sessions with carefully selected industry experts to help our clients gain a greater insight into complex areas of financial planning. Understanding your options and planning your financial strategy are the foundations of future financial security.
Sessions times are 5.45pm for a 6pm start and held in the Boardroom at 35 Dequetteville Terrace, Kent Town unless otherwise stated.
The session dates are based on attendance numbers. Please click on the session you are interested in and we will contact you to book the date best suited for you.
| Topic | Overview | Presented By |
Filled with information to be prepared for retirement; such as:
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Aimed to show people aged 55+ how to boost their superannuation balances through taxation savings. Explaining tax strategies to get the most out of your retirement funds. |
Securitor |
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Investment concepts particularly relevant for women. |
Colonial |
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Information for seniors to help them through the maze of aged care options, including accommodation choices and how to maximise Centrelink benefits. |
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A pesentation on how emotions can get in the way of protecting your family in time of need. |
BT |
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Estate planning, the impact of taxation and the benefits of pensions to children. |
Zurich |
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Opportunities to increase your superannuation assets. |
Colonial |
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| Mortgages, Loans and Financing |
This informative session will arm you with the correct information before looking at any type of finance. | Westpac |
| Cash Flow and Budget Strategies |
Learn how to control and manage your finances to make informed financial decisions. Allowing you to review your debt and general tax situation. | |
| Mortgage reduction &
wealth creation |
A strategy aimed at reducing your mortgage whilst building an investment portfolio. | |
Tips and traps of SMSF and whether it is an appropriate strategy for you. |
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Learn about the various types of insurance products, what each is designed to protect, which insurance can be included within your superannuation fund. |
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Latest analysis of the new budget and how it may affect you. |
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End of financial year tax strategies. |
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| Legal matters | Current information on Buy sell agreements, wills and powers of attorney. | |
Disclaimer
Information appearing on this website (and via the links provided on this website) is for general information only and should not be taken as constituting advice. While all reasonable care has been taken in preparing the information McLeod Watzdorf and Prominent Financial Planning make no representations that the information is correct, complete, reliable or appropriate to your circumstances. You should obtain independent advice on any specific issues concerning you.