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Not sure where to start with your retirement plan?
Get the answers from the retirement experts.
It’s easy to put off planning your retirement. Superannuation, pensions, taxation, investing, it can be intimidating. But what if you could get a broad understanding of the issues and opportunities in just one hour?
Jacaranda Financial Planning’s free, no-obligation seminars will show you what’s possible. After an hour you’ll know the right questions to ask to help maximise your income in retirement.
Not sure yet? Make an informed decision
Joel Harty from Jacaranda Financial Planning joins John Stanley to explain how you can maximize your savings and ensure you have enough super for your retirement.
What you'll learn
Our expert advisers talk about:
- the strategies available to meet your objectives
- how to set up a transition to retirement and make your super work
- tips and traps of investment.
You’ll get insights into how professional advice can make a big difference to your retirement, and you can talk to our advisers after the seminar.
Seminar details
5:45 PM Thursday 30 May
Sofitel Brisbane
5:45 PM Thursday 1 August
Sofitel Brisbane
What people say
"Information that will support you to have a financially secure retirement"
"The wealth of information provided at the seminar is invaluable for anyone who has limited knowledge on super and is now preparing for retirement.
It reinforced the importance of super in building wealth and for many, it will play a key role in financing your retirement years.
I highly recommend the seminars offered by Jacaranda Financial Planning as they provide the necessary information to gain an understanding of super and retirement planning in layman's terms."
- Maria
"We are so happy with our financial path for our future that life is now worry free"
"We hadn’t prioritised our retirement, having put our daughters through school and focused on paying off the mortgage. We only had the bare minimum company contributions in super and were very naive about how we would fund our future as well as what it would look like. How do you decide on someone to trust with everything you have in the world? We’d listened to the Radio program where Jacaranda Financial Planning gave general advice to mums and dads like us so thought they had the street cred for us to approach them.
The level of interest in our particular wants and needs was unbelievable. Neither of us are experts (nor do we want to be) in financial planning so the initial report in such plain English was music to our ears. We have access to our adviser whenever we want, and he genuinely understands what we want for our future. We have 100% trust in Jacaranda Financial Planning, so much so that we’ve had our adviser talk with our daughters and their husbands to ensure that they are planning years before we did. Having spoken to friends who were in our position we've had no hesitation in recommending Jacaranda Financial Planning to them. We initially thought that we’d left it too late to get in touch but we are so happy with our financial path for the future that life is now worry free."
- Mike and Helen
"My trusted and respected partner"
"The best financial advisors are more like life coaches. Jacaranda Financial Planning have become my trusted and respected partner on all the important financial aspects of my life, enabling me to make better financial decisions.
The service of the Jacaranda team is second to none. We feel absolutely confident to continue working with Jacaranda in the years ahead to help us fund our retirement and make decisions. They are those rare life-changing people, reliable, always there to reassure and advice when it's needed."
- Prue
Tune in to the experts
You might have already heard one of our senior advisers on 4BC, talking with the Two Murrays or on Nights with John Stanley. People call in and ask questions and we broadcast clear and understandable general advice.
If you haven’t heard us on the radio, why not listen to some podcasts of the show? This will help to give you a sense of what to expect when you attend the free one-hour seminar.
Why Jacaranda Financial Planning?
Jacaranda is a team of professional financial advisers that specialise in optimising super and retirement outcomes. We’re dedicated to improving our clients’ financial confidence and prosperity.
Our expert advisers help people create a retirement strategy personalised to their unique life circumstances. They address the tricky questions that come up when approaching retirement, like:
- whether to sell the family home to fund retirement
- when to retire to maximise super and age pension entitlements
- how to maximise retirement income in the most tax-effective way
- how to invest an inheritance
- how to grow investments after retirement.
People trust us because we can simplify and explain all the complexities of retirement, and there’s no better example of this than our radio shows.
Learn more
Attend Brisbane seminar
Register your interest
Jacaranda Financial Planning (Jacaranda FP) advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This webpage contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial or other adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. This information was prepared by PTCo, a wholly owned subsidiary of Perpetual Limited ABN 86 000 431 827 (together with its subsidiaries 'Perpetual Group'). To view our Financial Services Guide, please click here. The information is believed to be accurate at the time of compilation and is provided in good faith. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. This page may contain information contributed by third parties. PTCo does not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed on this page are opinions of the author at the time of writing and do not constitute a recommendation to act. No company in the Perpetual Group guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.
If you have a complaint, you can submit it on Perpetual’s service commitment page.
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