UniSuper Financial Wellbeing Program
It’s time to focus on your financial wellbeing.
UniSuper's free four-part Financial Wellbeing program aims to help you gain control of your financial situation and make informed financial decisions now and in the future. The seminar-based program, which covers much more than super, will give you access to tools and techniques you can use every day.
Topics, dates and times:
The topics and content summary are outlined below. To provide you with flexibility 2 optional dates are offered for each topic. It is your choice as to whether you attend one, two, three or all four parts of the program. All sessions are held on North Terrace Campus and are 1hr duration (12:00 – 1:00 pm).
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Saving in a world of spending
Where you’ll learn about budgeting techniques, how to set and remain committed to your financial goals and how to be flexible in the face of changing circumstances.
Creating wealth – Investing inside and outside of super
How do you match your investment decisions to your financial goals? In this seminar, we shine light on what to consider when setting an investment time horizon and determining your appetite for risk. We'll also cover the core investment concepts to help you to make informed decisions.
Protecting Wealth – Insurance and Estate Planning
A crystal-clear insurance and estate plan can provide peace of mind and should financially protect you and your loved ones in case the unexpected happens. The third seminar of UniSuper’s four-part Financial Wellbeing series will cover the different kinds of insurance available and issues to consider when planning your estate. Whether you’re single, have a young family or are on the cusp of retirement, this seminar is relevant to all ages.
Specialist Estate Planner, Adeline Lim, from Australian Executor Trustees (AET) will also be available on the day.
Take control for the retirement you want
To make the most of superannuation, you need to choose the right product, determine your contribution and investment strategy, set up insurance and nominate beneficiaries. But where do you start? Where can you get help? These questions are the focus of UniSuper’s fourth and final Financial Wellbeing seminar.
Bookings are essential. Please register on-line today.
Please contact your local HSW Team.