Why This Workshop Matters
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​Gain Financial Confidence: Manage your financial situation with ease.
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Reduce Stress: Clarify your financial path and eliminate anxiety.
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More Super, Less Tax: Legally reduce taxes while boosting super.
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Learn from Others: Avoid common mistakes by learning from others.
Get some certainty in just one hour. Take control of your finances, reduce stress, and build a secure financial future.
This is for You if You are...
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An individual or a couple approaching retirement (less than 15 years away) looking to secure their financial future
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Anyone concerned about managing their finances and reducing stress as retirement nears
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People interested in reducing their tax burden while maximising super contributions before they retire
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Those feeling overwhelmed by the uncertainty of retirement planning and seeking clarity
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Pre-retirement investors who want to avoid mistakes. and make smarter financial decisions for long-term security
FAQs
How long is the workshop, and what will be covered?
The workshop is one hour long. During this time, we'll cover essential strategies to help you handle your financial situation with confidence, including reducing taxes, maximising super contributions, optimizing investments, and setting up a sustainable financial plan for retirement. You'll also learn from common financial mistakes and gain insights into how to avoid them.
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Is the workshop free?
Yes, the workshop is completely free! Our goal is to provide you with valuable information that can make a significant impact on your financial future, without any cost to you.
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Do I need any prior financial knowledge to attend?
No prior financial knowledge is required. Whether you're just starting to think about retirement or have already made some plans, this workshop is designed to provide practical, easy-to-understand strategies that anyone can apply.
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Will I get personalized advice during the workshop?
While the workshop will cover general financial strategies, personal advice is not provided in the session.
Sam Varrica
Hi David, thank you for your support and help. As you know we were completely impressed with your professionalism, experience and knowledge. Your customer service was second to none. Will be recommending you to all my family and friends. Best Regards Sam Varrica
Michael Ristevski
I engaged David to review our position and can say within the hour and a bit session that went a lot longer than expected and flew by, we were amazed with his strategies and techniques that has changed our position immediately and for the best, thank you