In this 60-minute introduction to financial planning, one of our trusted partners, Mike Sikar, Founder and Principle Adviser of Delta Financial Group will focus on how you can follow simple yet effective investment, tax and other financial strategies to help you make smart financial decisions to live the life you deserve and leave a lasting legacy.
Creating income security and ensuring a successful and happy retirement is no easy task. Many Australians have been saving and preparing for retirement their entire working lives. Thirty years ago most people could rely safely on social security and a pension to provide their income, however, that is no longer the case. Today we have a much greater personal responsibility to create our own retirement income plan.
Learn practical tips like this and many more to set yourself up for a well-deserved future.
- Decide whether to pay off your home or invest in shares, property or other investments
- What are the strategies available to minimise tax?
- How do I get a better return than investing with savings accounts?
- How much money will I need to retire comfortably and when will I be able to retire?
- Feel more confident you will be able to enjoy the kind of future you have in mind.
- Build your super and other assets to fund a retirement that goes the distance.
- Q&A
