Plan your retirement with confidence. Couple meeting with First Super financial planner
Plan your retirement with confidence. Couple meeting with First Super financial planner
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Plan your retirement with confidence

Beginning to think about your retirement can be both exciting and challenging.

Whether you’ve just started planning or you already know when you’ll finish work, our upcoming seminar is for you. Hosted by our team of retirement experts, it will answer some of the big questions around setting yourself up for financial success in retirement.

Find out:

  • ways you can retire sooner
  • how you can build your super balance but reduce your tax while working
  • how you can keep your super balance invested (and growing!) while receiving a tax-free income in retirement
  • how to use super and the Age Pension together to maximise your income each week.

Available to members and non-members, this seminar is free to attend and designed to help you start planning your retirement with confidence.

Event Details

  • Date: Thursday, 13 February 2025
  • Time: Arrive 6pm for a 6:30pm start (AEST)
  • Location: Century Inn, Promenade B, 5 Airfield Rd, Traralgon.
  • Duration: 90 minutes
  • RSVP: Thursday, 6 February 2025 using the link below, or by contacting our Member services team: 1300 360 988

Light refreshments will be provided.

Here’s what our members have said about our previous retirement events:

“Delivery was in a way I could understand.”
“Very clear slides and examples that were down to earth.”
“The information covered most questions I had.”

Meet our presenters

 

Jayson Bruce First Super Financial Planner Jayson Bruce
Financial Planner

More about Jayson

Jayson has spent his career working with industry funds, so the move to First Super in 2019 as a financial planner seemed like a natural progression. He is passionate about helping people. The ability to change people’s lives is what attracted Jayson to a career in financial planning, and it’s what he continues to enjoy about his job today.

Jayson meets with members all across the country. He understands that everyone is different, and has different ideas of what they want to achieve. Jayson makes sure he understands each members needs and objectives and ensures that the advice he provides is tailored just for them.

Providing advice to members with small super balances can have the greatest and most rewarding impact. He enjoys seeing that moment on his clients’ faces when they realise that they’re going to be able to meet their retirement needs – it’s their sense of ease and happiness that makes him proud of the work he does.

The financial services industry, particularly superannuation, is forever changing. Jayson prides himself on being at the forefront of changes, keeping his clients updated and adapting the advice he gives to ensure he meets the new requirements as well as the needs of his clients.

When he’s not in the office working or out meeting members, Jayson enjoys spending time with family and friends, and cheering on his beloved football team, Collingwood. Despite his choice of football team, he’s an exceptional financial planner.

What our members have to say about Jayson

“Very happy with the service provided keep up the good work.”

“Jayson is always prompt with returning calls or emails. He delivers the information in an easy to understand way. Always informative. We find Jayson an excellent advisor and happily recommend him.” 

“Jayson is extremely professional in his manner with a friendly nature that makes you feel comfortable about allowing him to advise you about your super.”

“It is always so easy to talk to Jayson and get the answers without any difficulty. Excellent.” 

Tim Little local coordinator Tim Little
Tim is the local Member and Services coordinator for South & Southeastern Melbourne, Gippsland & Mornington Peninsula.

Questions? We’re here to help. 

Please call our Member Services Team on 1300 360 988, email mail@firstsuper.com.au or use the Live Chat on the website.

 

First Super Regional Coordinators and Member Services Team can provide general advice only. First Super Financial Planners are authorised representatives of Industry Fund Services Limited (ABN 54 007 016 195, AFSL 232514) and can provide personal advice tailored to your objectives, financial situation and needs.

The information and advice will be provided by or through First Super Pty Ltd (ABN 42 053 498 472, AFSL 223988).   Any advice will be general advice only and will not consider your personal financial situation, needs or objectives. You should consider whether the advice is appropriate for you or read the Product Disclosure Statement (PDS) before making any investment decisions. To obtain a copy of the PDS or Target Market Determination, please contact First Super on 1300 360 988 or visit our website at firstsuper.com.au/pds