Financial Planning Seminars
Conducted at more than twelve locations across the state QTCU Financial Planning runs a series of seminars that outline the financial planning process in addressing how to:
- Understand your goals (want you want to achieve) and needs (want you should have in place)
- Strategically plan to achieve these objectives
- Identify the best investment structures to have in place
- Invest wisely in recognition of the economic and markets conditions and your personal profile
- Ensure your financial plan remains current and best positioned for you
Our Retirement Seminar stream specifically addresses:
- Maximising your retirement nest egg before retirement
- Transitioning to retirement
- Determining and maintaining your standard of living
- Funding for your planned expenditures
- Generating income when you stop working
- Accessing Social Security entitlements
- Minimising tax
- Eliminating uncertainty from your financial future
Our Investment Seminar stream specifically addresses:
- Managing financially within your means
- Positioning for planned and unexpected financial commitments
- Developing successful savings strategies
- Investment principals and structures
- When to borrow money to invest
- Achieving financial independence
- Creating better lifestyle options
Financial Planning Seminar dates for 2008
| Regional | Brisbane | ||
|---|---|---|---|
| Townsville: | Wed 20th Aug 7:30pm Rydges Townsville |
Brisbane West: | Thurs 14th Aug 7:30pm Jindalee Hotel |
| Cairns: | Thus 21st Aug 7:30pm Rydges Tradewinds |
Brisbane South: | Mon 18th Aug 4:00pm and 7:30pm Robertson Gardens |
| Bundaberg: | Tues 26th Aug 7:30pm Quality Hotel Burnett |
Brisbane North: | Tues 19th Aug 4:00pm and 7:30pm Broncos Leagues Club |
| Hervey Bay: | Wed 27th Aug 7:30pm Hervey Bay RSL |
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| Mackay: | Wed 27th Aug 7:30pm Ocean International |
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| Rockhampton: | Thurs 28th Aug 7:30pm Travelodge Hotel |
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| Gold Coast: | Tues 2nd Sept 7:30pm Southport Sharks |
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| Toowoomba: | Wed 3rd Sept 7:30pm Bourke & Wills |
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| Maroochydore: | Thurs 4th Sept 7:30pm Mantra Mooloolaba |
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If you'd like to attend a seminar, simply call us on 13 29 30 (option 4) between 8.30am-5.00pm Monday to Friday, pop in to one of our branches, or take an easy next step by completing a simple enquiry form...
QTCU Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Outlook Financial Solutions Pty Ltd, ABN 40 083 233 925, AFSL 240959, 70 - 76 Yarra Street Heidelberg VIC 3084.
