Armidale National Seniors Forum

Armidale National Seniors Forum

Published November 26, 2019

The Armidale community recently gathered for a full day of presentations ranging from healthy lifestyles, legal issues and planning for retirement and aged care facilities.

The event arranged by the Armidale branch of the National Seniors Forum included Forsyths Principal, Julie Sherwood who discussed the path to aging well financially and the importance of planning.

“Planning for retirement and beyond is complex, but there are a lot of very useful tips for making our superannuation work harder and arranging it in a way that it continues to work for us in retirement and improving financial longevity.

“For those people managing the financial issues surrounding a spouse, partner or parent moving into aged care facilities, this process can be difficult, but there are options that may make this process less costly and more manageable.

“It was lovely to speak with the Armidale community and I look forward to a similar event we will be holding in Tamworth Next year.

“I specialise in the area of aging well financially – I get great satisfaction from seeing my clients go from uncertainty and concern to a real sense of positivity throughout their retirement,” Julie said.

Julie Sherwood

This information is of general nature only and is not intended as personal advice. It does not take in to account your particular investment objectives, financial situation and needs. Any references to past investment performance are not an indication of future investment returns. Before making a financial decision, you should assess whether the advice is appropriate to your individual investment objectives, financial situation and particular needs. We also recommend you consult a financial adviser who will assist you. You should also obtain a copy of and consider the Product Disclosure Statement (PDS) for any financial product mentioned before making any decision to acquire the product. Prepared by Forsyths Financial Services Pty Ltd ABN: 89 103 898 988 AFSL: 259938.

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Warning: This information is of general nature only and is not intended as a personal advice. It does not take in to account your particular investment objectives, financial situation and needs. Before making a financial decision, you should assess whether the advice is appropriate to your individual investment objectives, financial situation and particular needs. We recommend you consult a professional financial adviser who will assist you. Any references to past investment performance are not an indication of future investment returns. You should also obtain a copy of and consider the Product Disclosure Statement (PDS) for any financial product mentioned before making any decision to acquire a financial product.

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