A complimentary webinar series to help you get started on a robust Post Retirement Strategy in 2015.


Discover why a Post Retirement Strategy adds to your practice capital value and cannot be ignored, especially if you plan to sell/exit your practice within the next 10 years.

Designed to help you develop a plan for 2015, which will cater to the needs of your ageing clients and reduce the risk of intergenerational fund redemptions, this series also offers practical tips to get you started.

Over a total of 3 webinars, you will learn about

- your options with an ageing client book

- defensive and proactive strategies

- understanding the needs of ageing clients

- services that cater to these needs

- how an ageing client strategy is closely linked to moving into higher markets and helps you develop longer term relationships with high net worth clients.

Additionally we will show you how to find practical resources to support your journey.


This series is complimentary, however you will need to register for each webinar individually. Provided you are registered for each webinar, even if you cannot attend one of the events, you will have access to the recorded session following its conclusion.


Webinar 1 - October 29 - 12-12.30 PM. Register here

Webinar 2 - November 12 - 12-12.30 PM. Register here

Webinar 3 - November 26 - 12=12.30 PM. Register here


If you require assistance or have any queries call on 1300 378 752 or This email address is being protected from spambots. You need JavaScript enabled to view it..