Put theory into practice by learning how to provide superannuation & retirement planning advice to your clients, confidently and competently.
My Comprehensive Super & Retirement Advice Manual $1,320
(no personal mentoring included: no CPD available):
Module 1 – Introduction
Module 2 – Super advice to employers
Module 3 – Basic rules of super
Module 4 – Client engagement
Module 5 – Superannuation Strategies
Module 6 – Investing in Super
Module 7 – Insurance in Super
Module 8 – Navigating Industry Funds
Module 9 – Super Retirement Planning
Module 10 – Intro to Aged Care
Module 11 – Case Studies
My Comprehensive Superannuation & Retirement Guide will form the basis of the Zoom mentoring sessions. The purpose is to help you understand practical advice concepts and build value in your practice. Whilst I am very happy to guide you with current client superannuation & retirement issues, I am unable to provide de facto advice or review SoAs.
The Superannuation & Retirement Advice Coaching Pack
When you click on the button above, you will be taken to an online registration form where I ask for a few details. The information collected is for invoicing purposes and so I can contact you.
Registration and payment are not automated or instant processes. When I see your registration, I will email you an invoice and once payment is made I will email you a link and password to your Comprehensive Tutorial resource page.
Please note that I do not have card facilities so please make payment by Electronic Funds Transfer.