Discuss your financial profile and have questions answered at a free initial consultation. Your Financial Planner will explain the fee structure for subsequent sessions, which may feature a tailor-made Financial Plan. Annually, the Financial Planning Team conducts a wide range of information sessions for members around the State. These workshops, guest lectures and free investment seminars provide the latest insights into all investment matters.
Topics range from pre and post retirement to tax effective investment options and budgeting.
Check member newletters for dates and venues.