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Home > Your Journey > Attend a Seminar

Attend a Seminar

How to retire comfortably on $600k or more is a comprehensive, free retirement seminar.  Our next seminar will be on Tuesday 7th February 2012 at 7:00 pm at our office in Innaloo.Book your place now

This is a key opportunity for you to find out how to plan for a secure future. We will show you how others planned for their retirement and arrived at their decisions:

  •  How Colin (65) and Lorraine (64), with $600,000 in superannuation and savings, receive a total annual income of $90,094 (including $40,000 from part-time work and part Centrelink age pension) with no tax.
  • How Dianne (63) with investments of $760,000 outside of superannuation and $120,000 in superannuation structured her assets to receive a tax-free income of $61,100
  • How Tony (62) and Cheryl (60) retired and sold their business and business premises for $3M without Capital Gains Tax and were able to contribute $3M to their super and enjoy tax-free income in retirement.
  • How Paul (50) and Vicki (52) with 10 years to retirement, grow their net investment assets of $115,000 to over $1,500,000 by following a diversified wealth building strategy.
  • How Phil (58) and Helen (55) with investment properties worth $1,800,000 saved over $83,000 in capital gains tax and receive an income
    of $80,000 per annum TAX FREE.

Also:
• The benefits of superannuation and account based pensions
• Fundamentals of investing and volatile markets

What other attendees have said:
    “Very easy to follow” – attendee from Balcatta
    “Informative and clear with good case studies” – attendee from Winthrop
    “Really good, informative and easy to understand” – attendee from Osborne Park
    “Very well presented” – attendee from High Wycombe
    “Very informative, interesting scenarios” – attendee from Kallaroo

Book your place at our FREE Seminars. If you would like to attend one of our seminars please fill-out the form below and we will contact you to confirm your place. If you have any questions regarding seminar format or would simply like more information on them, please contact us


I would like to attend:  7th February 2012: 'Retire Comfortably on $600k or More'
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Here We Are

52 Oswald Street
Innaloo, Western Australia 6018
P: 08 9445 2247
F: 08 9446 4701
email

Who We Are

Lindsay Holland
CFP BSc Adv Dip FS(FP).

 

John Holland
CFP BCom Dip FP.

Legal

John Holland, ABN 24 239 532 771, and Lindsay Holland, ABN 15 327 316 880 trading as Forty Seven Financial Planning are Authorised Representatives of GWM Adviser Services Limited, ABN 96 002 071 749, Australian Financial Services Licensee, 105-153 Miller Street, North Sydney NSW 2060. A member of the National Australia group of companies. Refer to the Terms and Conditions of this website and General Advice Warni

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