Maximise your wealth as you approach retirement | 19 FEB

About Maximise your wealth as you approach retirement | 19 FEB

A Carey Financial Education Session | Part of Carey Group

Tax and investment considerations for those typically aged 55–65

The years leading up to retirement are an important time to review your financial position and understand the options available to you.

This educational seminar will provide general information on common strategies and considerations that may help you:

• Manage tax more effectively

• Reduce and prioritise debt

• Structure assets with retirement in mind

We will also explore risk management and factors to consider when planning for economic uncertainty.

Hosted by Grant Matthews, Senior Financial Adviser with Carey Financial (part of Carey Group), this casual and interactive workshop is designed to share practical insights in a clear and accessible way.

Seats are limited to keep the session focused and informative.