Details:
CHAIRMAN - David Bowen

Paul Fitzpatrick of The Retirement Advice Centre - a leading, world-class modern retirement advice centre.

I have been a financial adviser for over 17 years and commenced my own financial planning business a little over 2 years ago, specialising in retirement planning and aged care financial advice. I am a Certified Financial Planner and accredited Aged Care Specialist. By working closely with my retirement planning clients and really understanding what it is that is important to them, I am able to work with them to form a plan with strategies that will help them feel confident that their financial goals are achievable. For my residential aged care clients, my advice is centred on taking away as much of the uncertainty as possible at what is often a very emotional time for the client and their family. Formulating a plan that can help to minimise fees, maximise entitlements, provide cashflow and address any potential estate planning issues  provides peace of mind and security to the client and their family.

 

 

SWNG Chapter: Campbelltown

Venue: Wests Leagues Club, Leumeah

Event Date: Wed, 15 Oct
Event Time: 7:00 am