How do I best plan and invest for my retirement? Relevant for anyone approaching or already in retirement, come and learn from a retiree specialist adviser who will distill this complex topic into language you can understand, and present in an interactive and engaging way.
Topics will include;
- Where do you start? - Why is investing so important? - How to understand and assess your Risk Profile? - Each of the asset classes explained - The pro’s and con’s of investment properties in retirement - What is so super about super? - Update on current super legislation - SMSF vs retail and industry funds and other options - How much do I need? - The elements of an effective retirement portfolio - Useful resources
I look forward to seeing you there, and please feel free to bring a friend or your partner.
Andrew combines his passion for people and investment markets in providing retirement planning advice and portfolio management for individuals and couples who are either approaching or who are already in their post full time work years. Andrew has a deep care for the wellbeing of his clients, and enjoys discussing both financial and non-financial aspects of retirement with his clients, whatever ‘retirement’ means these days. Privately owned, with its own licence and some 50 staff, Stanford Brown has served high net worth families in Sydney and Melbourne for over three decades. Qualifications; - Bachelor of Agricultural Economics (University of Sydney) - Advanced Diploma of Financial Planning (Kaplan) - Specialist SMSF Accredited Adviser (Cavendish, University of Adelaide) - Accredited Aged Care Professional (Aged Care Steps) - ASX Accredited Listed Products Adviser (Kaplan) - Member of the Financial Planning Association of Australia (FPA)