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Financial Wellness Hub

Educational & interactive content accessible online

Part 2 – How much do you really need in retirement?

We'll talk to how much is enough ...help you work out how much you'll need to step in and enjoy live in retirement.

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Part 3 – Your retirement journey

When do you want to retire, where do you want to live and how you adapt to unforeseen changes in circumstances.

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Part 4 – How to pass your wealth on to those who matter

To ensure your wealth transfers to the people you want, in the way you want, you need an estate plan.

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Retirement – a new way

Watch our panel discussion where we invite you to consider a new way to plan for and enjoy your retirement years.

  • Unlock 4 pillars to a positive retirement
  • Find out why a proactive mindset is a key to success
  • Discover practical ways to take your first and successive steps to preparing for the retirement you want

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Resilience in retirement

Succumb to or surmount life’s challenges? Being resilient in the face of change is a valuable life skill. But can it be learnt and how do we harness resilience in retirement?

Join our guest speaker Eva Bennett as she shares insights on the importance of a resilient mindset and provides tried and true strategies you can start using today.

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Caring for your parents – Understanding the options

Should your parents enter a facility or stay at home? What are the costs and lifestyle implications?

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Useful resources – at no cost to you

Podcasts - Episode 4: Downsizer contributions

Podcasts - Episode 5: Account-based pensions

Podcasts - Episode 6: The benefits of financial advice (Part 1)

Podcasts - Episode 7: The benefits of financial advice (Part 2)

Retirement planning articles and Superannuation rules explained

Tools and calculators

Retirement checklist