Financial Planning Workshop – Spotlight on Age Pension

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Financial Planning Workshop

Spotlight on Age Pension

Following the success of May’s Workshop, resident Financial Planner Min Wu will be holding a fourth Financial Education Workshop for members, Wednesday, 20 June 2018 at 6.30 pm in the Riverview Room at the Country Club.

The workshop will include information on:  How does the means testing work? Key strategies to maximise age pension entitlements. Recent proposed changes in the Federal Budget 2018.

Min Wu is a certified Financial Planner with over ten years financial planning experience.  He is passionate about helping people not just manage their wealth but also connect money with their lives.  He takes a real interest in every client’s life story through understanding their past, present and future in order to help them use their money to make a life instead of using their life to make money.  Prior to having his own practice, Min worked as a financial planner in an accounting firm and later in a large financial institution, providing comprehensive wealth management services to both high-net-worth and mum and dad clients. He has a Master of Applied Finance and a Graduate Diploma of Financial Planning from Kaplan.

The workshops are free with registrations being taken at the Country Club’s Reception.

 

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Country Club Extension Plans, Documentation and Updates

Information relating to the Country Club Extensions have been placed in the Community Association section of the website, behind the Members Login area.  If you have not registered for the website, please do so now by visiting https://breakfastpoint.org.au/register/