Upcoming Events

I’m thrilled to advise that I’ll be visiting South Australia to get talks next month.

Topics will include:

• How much money you really need for a comfortable retirement
• Where to invest your money as you move through retirement
• How franked dividends work — and how to use them to your advantage
• Gifting strategies and how they affect Centrelink and estate planning
• What you need to know about wills, powers of attorney, and superannuation death benefits

This session is designed to be straightforward, free of jargon, and packed with tips you can use straight away. The presentation will run for around 45 minutes, followed by 15 minutes of open Q&A — so bring your questions!

Here are the links for booking and details of the venues and times:

Wednesday, 25 June – 6:30 pm – Mount Barker Community Library

Thursday, 26 June – 5:30 pm – Aberfoyle Park (Hub) Library

Friday, 27 June – 10:30 am – St Peter’s Library

I’d love to see you there!