About this Event
Thinking about what your retirement might look like and how to make it happen?
Join Senior Financial Advisor, Matthew Wright for an insightful and practical seminar designed to help you take control of your financial future.
This free educational session is part of a monthly series supported by Wright Financial Advice, dedicated to empowering Brisbane’s pre-retirees with the knowledge and tools needed for confident retirement planning.
What You’ll Learn:
- The key steps to building a retirement plan tailored to your goals.
- How to maximize your savings and investments for financial security.
- Strategies to ensure a comfortable lifestyle in retirement.
- Common pitfalls to avoid in pre-retirement planning.
Whether you're just starting to think about retirement or already planning your next steps, this seminar will provide valuable insights to help you secure the future you deserve.
Why Attend?
- Expert guidance from a seasoned financial advisor.
- Practical tips to take home.
- Opportunity to ask questions and network with light refreshments.
Seats are limited, so don’t miss this opportunity to plan for the retirement you’ve always envisioned.
*Light refreshments will be provided.
Matthew Wright GradDipFinPlan
Senior Financial Advisor and Director
Matthew brings over 15 years of invaluable experience in the Banking and Financial Services industry, with a significant focus and proven track record in Financial Planning. Having worked for both boutique firms and larger institutional practices, Matthew is well-versed in the provision of holistic strategic advice to clients. He has significant experience with a broad range of Financial Planning areas including wealth creation, investment, superannuation, retirement strategies and insurance.
Matthew decided to pursue Financial Planning as a career after seeing first-hand the difference a good planner can make to individual situations. He takes great joy in helping people navigate the complexities of modern personal finance and seeing them achieve their desired goals.
Outside of work he enjoys good friends, good food and exercise with his trusty sidekick Pup, all while trying to raise a wonderfully stubborn daughter.
Seminar location:
Toowong Library Toowong Village Level 1, 9 Sherwood Road Toowong
This event is supported by Wright Financial Advice
www.wrightfa.com.auPh: 0416 110 201Address: Level 3, 149 Wickham Terrace Spring Hill Qld 4109
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Disclaimer:
Important information
The information in this seminar has been prepared for general information purposes and does not take into account your personal objective, financial situation, or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned this seminar, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to acquire a financial product, you should obtain and disclosures that relating to that product together with the target market determination.
Wright Financial Advice Pty Ltd (ABN 39 662 858 246) is a Corporate Authorised Representative (No. 001300741) and Matthew Wright is an Authorised Representative (No. 000469776) of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL 380552.
Agenda
Why plan for retirement
Understanding your retirement needs
The role of housing, superannuation and investments
Steps to start your retirement plan
Case study
Question time
Event Venue & Nearby Stays
Toowong Library, 9 Sherwood Road, Toowong, Australia
AUD 0.00
