Please join us for our next Wealth and Beyond client briefing on the 29th of August.

This briefing will focus on Pre and Post Retirement, Tax Saving and Wealth Building Strategies. In addition, we have a special guest speaker to present on travelling through Western Australia:

The agenda for the evening will include:

Market Update
We have seen great volatility in markets of late and so to help understand why and what to expect in the future a brief market update will be provided.

Building Wealth and Saving Tax Pre and Post Retirement – Clive Staple, State Sales Manager of AXA Australia.
Clive Staple of AXA will provide insight on saving tax while building wealth in your pre and post retirement stage of life. The presentation is designed to give insight of how you can increase retirement savings without impacting on your cash flow. In addition, tips on how preparation for retirement can give you a greater income and/or benefits in retirement.

Tips for Travelling Western Australia – Pip O’Connell from Postcards WA.
Special guest speaker, Pip O’Connell, presenter for Postcards WA and the face of Rottnest Island, will be presenting some great holiday destinations in WA to give you ideas for your next holiday adventure. Flight Centre will also be presenting some special deals exclusive to those who attend.

Date: Monday 29th August
Time: 6.30pm start (light refreshments provided)
6.30pm – 6.45pm Market Update
6.45pm – 7.30pm Clive Staple
7.30pm – 7.40pm Break
7.40pm – 8.15pm Pip O’Connell

Venue: Bluewater Grill, 56 Duncraig Road Applecross 6153
RSVP: Please RSVP by Monday 22ndAugust if you are attending or not attending.

Many have asked if a friend or family member can come to these events and in response to your request we would like you to invite those that you feel would enjoy and benefit from this seminar.

Please email info@profusionplanning.com.au or call (08) 9316 3050 to register your place. If you have a friend or colleague that would also like to attend please enquire when registering your place.