Planning for Retirement workshop

Living your best life beyond the workforce

The time spent in retirement now is considerably greater than it was for earlier generations. Increasing life expectancy means that many people are now spending the equivalent of half (or more) of their working lives in retirement.  This requires them to focus their attention on planning for their retirement if they wish to lead happy, purposeful and meaningful lives through this time.

Frequent comments from attendees at our workshops say that they wished they had received this financial information 10 years earlier.  Financial planning for retirement is not something that can be left until retirement is imminent – the sooner it can be addressed, the more likely that financial and lifestyle goals can be achieved. However those close to retirement acknowledge that they also benefit from some critical financial aspects and they especially find the Lifestyle planning component is also vital.  The comment “We didn’t know what we didn’t know” is quite often heard following our workshops.

Our Retirement Planning workshops are in two parts and highlight:

Lifestyle Planning

Presenter: Cynthia Munro

Financial Planning

We are independent of all financial product suppliers. We do not promote or recommend any individual financial products.

Financial information provided in the workshop is of a general nature and participants are recommended to seek personalised advice from an adviser who is authorised to provide Regulated Financial Adviser services.

Presenter: Craig Wylie

For further information, please contact Cynthia by email, , or phone 0274 865 065

The dates of the next two workshops are 7 August  and 30 October 2024, please choose from the dropdown box below to register.


$375 including GST per person (includes workbook)

To Register

Please complete and submit the form below, or if you prefer to register manually, please contact Cynthia as above.

  • Further details will be provided on registration.
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