Superannuation & Retirement Advice Coaching Pack $2,970

Put theory into practice by learning how to provide superannuation & retirement planning advice to your clients, confidently and competently.

  • 4 x 1.5 hr one-2-one practice coaching sessions PLUS
  • My Comprehensive Super & Retirement Adviser Guide

Contents of the ‘The Adviser Guide to Super & Retirement Advice’

(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

Zoom Mentoring

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.

Thank you for your interest in

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.

Best wishes