Educating the Community: A Presentation at Probus Wentworth Point

We recently had the pleasure of presenting to the Probus Group – Wentworth Point Chapter. It was a fantastic opportunity to engage with a group of enthusiastic and well-informed members who share a genuine interest in financial wellbeing during retirement.

Our presentation covered several important topics, including superannuation, account-based pensions, estate planning, the Age Pension, and the Commonwealth Seniors Health Card. These areas are crucial for retirees and pre-retirees looking to maximise their retirement income, preserve wealth, and ensure peace of mind for themselves and their families.

We were encouraged by the level of engagement and the insightful questions posed by attendees. It's clear that the Probus community values staying informed and taking an active role in their financial futures.

A heartfelt thank you to the Probus Group – Wentworth Point for welcoming us so warmly. It was an absolute pleasure meeting you all, and we look forward to continuing the conversation in the future.

If you or your organisation would be interested in a similar presentation, feel free to get in touch – we’re always happy to share our knowledge and assist where we can.