14 Nov Whiteboard Wednesday 016 – Transition To Retirement Strategy – Master Your Money Now
What is the Transition To Retirement Strategy and how does it work?
In this weeks Whiteboard Wednesday, director and financial planner Chris Carlin gives you a brief overview on how this strategy works.
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Whiteboard Wednesday is a series of short videos where we teach you how to Master Your Money Now.
At Master Your Money Now we help everyday people take control of their finances from the comfort of their own home. We offer one-on-one advice and access to our exclusive membership benefits from as little as $990 upfront and $66 per month ongoing. Best of all, you may be able to fund a portion, if not all, of your upfront and ongoing advice from your super account i.e. potentially no out of pocket expense for you!
Master Your Money Now was founded in 2018 by Chris Carlin, a financial planner with over seven years of experience helping everyday people take control of their finances from the comfort of their own home.
Based in Geelong, we regularly speak to everyday Australians both individually and in group settings, teaching and empowering people with practical financial skills we should have been taught in school. In short, we make money easy to understand again.
If this is a topic that you would like to discuss in more detail, please go to www.MasterYourMoneyNow.com.au/getstarted to book in your complimentary 30-minute strategy session.
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Disclaimer: This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation and needs. Past performance does not guarantee future returns.
Master Your Money Now is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523. Head Office: Level 2, Cnr Maroochydore Road & Evan Street Maroochydore QLD 4558 Phone: 07 5406 5000. And is an Authorised Credit Representative of Outsource Financial Pty LtdABN 42 131 090 705Australian Credit Licence No. 384324 Birkenhead Point Brand Outlet 19 Roseby St, Drummoyne NSW 2047. Infocus Securities Australia Pty LtdABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523
Head Office: PO Box 1856 Sunshine Plaza QLD 4558 Phone: 07 5406 5000