Jun 26, 2023
We are delighted to have recently hosted Sam Wakefield of Optalife as a guest speaker in our webinar, “Turning Assets into Retirement Income”. In this comprehensive 45-minute session, Sam offered actionable advice on goal-setting, steps to understanding your current financial position, strategies for building wealth and paying down debt, and designing a financial plan that will ensure you live your optimal life. Topics included: Superannuation contributions - benefits and considerations Strategies for a growing family Home upgrading How to make the most of your savings for retirement What financial options can you use to fund your retirement How to turn your assets into an income in retirement Investment exit strategies and much more