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Retire the way you want to.
Start planning today.

Come along to a FREE Retirement Info Session.

The secret to a successful retirement is planning early. Join professional retirement experts who genuinely care, take time to listen and can offer helpful tips on what to consider leading up to retirement.

 

Seats are limited and fill up quickly so book your spot today.


Region Date Time Venue
Hobart Tuesday 26th February 5.30pm start MyState Wealth Management
Level 2, 137 Harrington Street, Hobart
Hobart Tuesday 7th May 5.30pm start MyState Wealth Management
Level 2, 137 Harrington Street, Hobart
Hobart Tuesday 17th September 5.30pm start MyState Wealth Management
Level 2, 137 Harrington Street, Hobart
Hobart Tuesday 19th November 5.30pm start MyState Wealth Management
Level 2, 137 Harrington Street, Hobart
Launceston Tuesday 26th February 5.30pm start Launceston Chamber of Commerce
Level 1 /29 Paterson Street, Launceston
Launceston Tuesday 7th May 5.30pm start TBC
Launceston Tuesday 17th September 5.30pm start TBC
Launceston Tuesday 19th November 5.30pm start TBC
Devonport Tuesday 7th May 5.30pm start TBC
Devonport Tuesday 19th November 5.30pm start TBC

Call 1300 651 600 to reserve your seat.


Plan and discover

How much money you’ll need to retire.

Different lifestyles require different amounts.

How to boost your savings effectively.

The years leading up to retirement can be crucial.

Maximise your entitlements.

Discover strategies that may help you qualify for Centrelink benefits and other entitlements.

Start planning for life after work.

Call us now on 1300 651 600 to find out more, or request a call back.





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Your Wealth Management Team

Todd Kennedy

Todd joined the MyState Group in 2001 as a practitioner initially then moving into the Senior Manager position. Todd’s focus is on leading a team that provides advice to clients that is first and foremost always in their best interests. He is himself a Certified Financial Planner (CFP®) and the Tasmanian Chair of the Financial Planning Association (FPA).

Tiffany Hardwick

Having been in the finance industry for over a decade, her number one financial tip is ‘the earlier you get your Superannuation in shape, the less you need to worry about it over the long term’. She holds her Advanced Diploma of Financial Services (Financial Planning) and is enrolled in a Graduate Certificate in Financial Planning and is working towards her Masters of Financial Planning.

Phil Hall

Everyone’s circumstance is unique. As a former teacher Philip listens and communicates well with clients, often explaining technical concepts in a client-friendly way so that they are provided with appropriate, quality and tax-effective financial advice. He is a Certified Financial Planner (CFP®) and has been providing advice for well over a decade.

Matt Khourey

Having been with the MyState Group since 2006, Matt’s experience in Superannuation, Insurance and Banking make an ideal foundation for his work as a Financial Planner. Supported by our very own local administration team, Matt is a Certified Financial Planner (CFP®) who is thorough and follows through with holistic advice appropriate for each clients unique situation.

Lonnie Weeks

With over 9 years experience in the finance industry, Lonnie gets great satisfaction from seeing families he’s worked with having the peace of mind because they’re financially protected as a result of the strategies they have put in place. An area of interest is also pre retirees where he has helped many clients plan for and enjoy their retirement.

Adam Douglas

Adam has a keen interest in the economy at large and the way it can affect your investments. He’s a big believer in not biting off more than you can chew when it comes to a financial plan and that good things will come to those who are patient and well researched. Adam holds a Bachelor of Economics, a Bachelor of Business and a Graduate Diploma of Financial Planning.

Rod Gardiner

Rod is a Certified Financial Planner (CFP®) with over 15 years industry experience. Based in Launceston, Rod has always been well regarded by his clients as being able to ‘keep things simple’. Rod takes great pride in using his teaching background to ensure his clients have a firm understanding of the strategies and investments he recommends.

Matthew Kaye

Making clients aware of their options can be really satisfying; Matthew empowers his clients, providing the right information and strategies so they can make informed decisions to achieve both their short term lifestyle goals and long term vision. Matthew holds a Diploma of Financial Services and is studying towards his Advanced Diploma.

What the Financial Planning Association has to say about planning for retirement

According to the FPA’s 2017 Live the Dream report, more than a third (36%) of adult Tasmanians don’t have a clear plan for their financial future and “take each day as it comes”. To put it into perspective Victorians are the most well organised with only 19% failing to financially plan ahead.

The survey showed Australians most happy with their lot in life were also most likely to have a financial plan. 42% of Tasmanians surveyed said they were “somewhat”, “very” or “extremely” stressed about their financial situation, with 72% saying they were “slightly stressed” or worse.

Having a plan is the best way for you to make the most of your hard-earned money, achieve your financial goals both up to and through retirement, avoid expensive financial mistakes and have peace of mind.

Financial Planning Advice

No matter your situation, you’ve probably asked the advice of a friend or family member. While this may seem like all you need, the help of an expert can help you jump from ‘what ifs’, to a lifestyle you can truly achieve, afford and enjoy.

Subscribe to our newsletter for regular updates.

Investment strategies

Know what your short, medium and long-term goals are? You’re onto something. Once these important chess pieces are in order, it’s time to do research, and choose your next move.

Learn more

Retirement

At MyState Bank, we can help you with setting your retirement goals, assessing potential retirement lifestyle expenses, and reviewing your current position.

Learn more

Planning for change

As life changes, having a financial plan in place can help you enjoy life’s more exciting times, like your first born graduating school, or your very first grandchild, and of course ride-out the harder times as well.

Learn more

Risk insurance

We’ll provide tailored advice on a range of risk insurance options to ensure you’re not left exposed. You can talk to our friendly team about how to best protect your family.

Learn more

We’re here to help.

With over 50 years experience and local, friendly staff we can help you find the right products to suit you. Talk to us today.


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Any advice on this website does not take into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. Please read our disclosure documentation before acquiring any product.

© MyState Wealth Management is a registered business name of Tasmanian Perpetual Trustees Limited ABN 97 009 475 629 AFSL 234630 Australian Credit Licence Number 234630. A wholly owned subsidiary of MyState Limited ABN 26 133 623 962.