Seminars

By attending a ClearView seminar you will have the opportunity to take advantage of the knowledge and experience of ClearView’s accredited Financial Advisers, specialists in planning and investing for retirement. All without cost or obligation.

Clever moves for a more comfortable retirement

Are you

  • Aged 50 or over?
  • Retired or considering retiring in the next couple of years?
  • And have at least $50,000 in retirement savings?

This free seminar explores ways pre-retirees and retirees can position themselves for a more comfortable retirement.

It looks at opportunities to boost retirement income and minimise tax, as well as potential to secure retirement income further by maximising Centrelink benefits.

The seminar also explores a strategy called ‘Transition to Retirement’ where, if you’re aged 55 or over, you may be able to draw on your super while still working. It shows examples of how some people have ended up with a more flexible pre-retirement lifestyle, no compromise in their take-home pay and more in super as a result.

Valuable information is also presented under topics such as the value of retirement advice and importance of estate planning, investment performance, tips for coping with unplanned retirement, things to consider before retiring and the impact of legislative change.

View the latest seminar dates and locations - NSW VIC QLD ACT VIC TAS

Try ClearView's new 'Transition to Retirement' calculator today.

Call service available between 8:30am and 6:00pm, AEST Monday to Friday