Case Study

Retireinvest - Client Seminar

To celebrate their 21st birthday, Retireinvest held a seminar for 1,000 key clients at the Sydney Convention Centre. The audience was primarily self-funded retirees and the speakers included Retireinvest's CEO Mark Spiers, former Australian cricket captain and 1999 Australian of the Year, Mark Taylor and Life by Design's Ian Hutchinson.

Ian spoke on "Creating a Fulfilling Retirement Lifestyle", with the key message of, "it's never too late to design what you really want to do with your life".

Ian said "it is generally accepted that retirement is the end of the road for financial planning - it's what you've been aiming at for all those years. Yet nothing could be further from the truth. You'd never book an airfare without thinking about what you planned to do at your holiday destination, and yet many people make financial plans for retirement without considering the sort of lifestyle they want to lead in retirement."

Retireinvest's NSW State Manager, Rod Dunn said Ian's session was "humour filled, energetic, fun and lively. [Ian's] audience interaction was just what was needed on the day - it was ideally woven with a very strong, extremely relevant and practical lifestyle planning message for our clients with real 'take home' value".

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