Service

Group Client Meeting

at Future Planners · Melbourne

Details.

Small, informative group meetings led by a guest speaker, with topics tailored to client needs. Includes updates on markets and government, how these affect investments and financial strategies, opportunities to ask questions, and access to market and stock information from asset managers. Topics may include self managed super, new investment opportunities, gearing, estate planning, maximising Centrelink benefits, aged care, and investing in property.

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