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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