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Retirement Income

Course Outline

These days, there is a high likelihood of living well into your 90s and beyond – you must be asking yourself…“Will my money last that long?” Come join Regis Gapaillard of Merlea Investments who will delve deep into thought provoking topics (some you may not have considered) in a research-based journey into your potential sources of retirement income and the many implications of managing your assets to last the distance – as we know, the consequences of getting it wrong are severe.
Topics Include

• What has changed (even since you retired)?
• How much income do you need in retirement?
• What are your potential sources of retirement income?
• How much risk can you tolerate in your investment portfolio?
• What are the pros and cons of downsizing?
• What are Home Equity Release and Reverse Mortgages?
• Can I Afford Aged Care?
• Trends and Implications in Intergenerational Wealth Transfer

About the tutor

Regis combines his passion for people and investment markets in providing retirement planning advice and portfolio management for individuals and couples who are either approaching or who are already in their post full time work years. Regis has a deep interest for the wellbeing of his clients and enjoys discussing both financial and non-financial aspects of retirement with his clients. Privately owned with its own licence, Merlea Investments has served high net worth families in Sydney and across Australia for over three decades. Qualifications: Master of Engineering and Diploma of Financial Planning.

Please note

The information in this seminar and any links/references subsequently provided, are for general information purposes only and should not be taken as constituting professional advice from Northern Beaches & Mosman College. You should consider seeking independent legal, financial, taxation or other advice to check how the information from this seminar relates to your unique circumstances. Northern Beaches & Mosman College is not liable for any loss caused arising from the use of, or reliance on, information obtained directly (or indirectly) from this seminar.

$50 Limited inc GST / $45
Retirement Income

<h3 id="CourseOutline">Course Outline</h3><p>These days, there is a high likelihood of living well into your 90s and beyond – you must be asking yourself…“Will my money last that long?” Come join

...
$50 Limited inc GST / $45
Retirement Income

<h3 id="CourseOutline">Course Outline</h3><p>These days, there is a high likelihood of living well into your 90s and beyond – you must be asking yourself…“Will my money last that long?” Come join

...

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Course testimonials:

  • Very good info and excellent tutor
  • Comfortable, friendly and informative environment

Contact us

Narrabeen Annex: 1525 Pittwater Road,
North Narrabeen NSW 2101
Office Hours: 8.30am to 4.30pm, Mon to Fri

Brookvale Campus: Level 1, 14 William St, Brookvale NSW 2100
Office Hours: 8.30am to 4.30pm, Mon to Thur

Post: NBCC Reply Paid 1966, Dee Why NSW 2099

Phone: 02 9970 1000

Registered Training Organisation Code 90113