Financial strategy for Boomers and aged care costing and budget management for Boomers and beyond

The Finance Boomer’s Education Seminars

Do you find that understanding superannuation, investment and retirement options is a “minefield” that no one ever explained clearly enough for you to understand?

Do you realise you need advice on financial matters but don’t understand enough yourself to trust anyone?

Are you concerned that your Financial Adviser is interviewing you? But you really want to interview him/her, but don’t know what you can ask?

Are you concerned about making the wrong financial choices moving from full time employment to part time employment, part time pension, full time retirement and aged care facility?

Education Seminars:

  • We help you to understand SHARES
  • We help you to understand BONDS
  • We help you to understand Superannuation
  • We help you to understand AGED CARE legislation (includes changes from July 2014)
  • We help you to understand FINANCING INVESTMENTS

 

 

General Advice Disclaimer

 

This website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making any strategy or products decision.
InterPrac Financial Planning Pty Ltd and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this document except for liability under statute which cannot be excluded.