Building a financial portfolio, securing a future for your family and safeguarding your retirement are important considerations throughout your working career. Just like being physically fit, it takes regular activity and reviews to stay on track.
We offer our Employee Benefits Fund members the opportunity to regularly attend our Financially Fit presentations. Here we share valuable investment insight, discuss market trends and align with ongoing legislative changes to help you choose a solution that best suits your needs and ensures a financially fit future.
Our presentations have specific themes according to the life stage you are in. Common topics such as budgeting, saving, debt, insurance and investing are discussed in each presentation. When these are combined with our Defined Outcomes planning approach, they provide an educational plan that becomes practical and relevant to follow.
Find Your Life Stage
Climb the Ladder
Climb the Ladder is for clients between 19 and 30 years who are starting their career and building an asset and investment base.
Family Ties
Family Ties is for clients who are between 30 and 50 years, starting a family, buying larger homes, paying for education and preserving their investment funds for the future.
I Made It
I Made It is for clients between 46 and 60 years to review their investment status as their careers start to mature and children become more independent.
The Next Adventure
In the last 10 years of our clients careers, from 55 years and older, we provide this presentation to help our clients to plan for retirement income.
