Financial Planning Seminars & Webinars
QTFP offers a range of seminar presentations that explain important financial topics in an interesting and easy-to-understand format.
Full details below.
Plan for financial security, independence and choice in retirement (Seminar & Webinar)
Target Group: 50 - 60 (Pre-retirees)
Where are we now? Where do we want to go? How can we get there?
The world has changed, so it's time to take a deep breath, confirm your current position and review your plans and work out the best way to achieve your goals.
In this session we'll talk about re-balancing the 4 cornerstones of your financial life, to take account of changing financial circumstances. The aim? Effective strategies to give you choices leading to financial security and independence. By the end of this session you'll be equipped with ready-to-use ideas to:
- Maximise your super (including Transition to Retirement)
- Ramp up your investments
- Safeguard your family's lifestyle and your hard-earned assets
- Manage debt tax-effectively
Cementing the financial cornerstones for your future (Webinar)
Target Group: 35 - 50 (Accumulators)
Ready-to-use ideas to firm up financial foundations.
You're moving into your peak earning years, retirement isn't on the cards for quite some time yet. A seminar for people who understand that smart planning can help ensure financial well being. This session is all about learning some practical ready-to-use ideas to get your finances moving forward positively.
We'll start with lessons you can learn from the global financial crisis. Then move onto the 4 cornerstones of financial well-being:
- debt control
- safety net to cope with the financial fallout from life's nasty surprises
- savings and investment for a better lifestyle
- effective superannuation for a secure financial future 2
Take an easy next step
Complete this short form and we'll call you back at a time that suits you.
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QT Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Actuate Alliance Services Pty Ltd, ABN 40 083 233 925, AFSL 240959, Level 17, 100 Pacific Highway, North Sydney, NSW, 2060