Wednesday, 25 March 2026
Kingaroy Chamber Hub 195 Kingaroy Street, Kingaroy QLD
From 7:30am - 8:30am
This engaging session will help you understand the basics of growing your wealth and provide you with the tools you need to have informed, confident discussions with a financial planner about achieving your financial goals.
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An understanding of superannuation's role in tax minimisation. |
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Acquire essential knowledge on portfolio development. |
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Learn about the importance of insurance in asset protection. |
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Explore fundamental considerations when investing in property. |
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Light refreshments on arrival + free medium drink from Utopia Café. |
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20‑minute informative session with helpful handouts. |
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Opportunities to ask questions and network in a relaxed setting. |
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Opportunity to book in for a free initial financial planning consultation. |
Authorised Representative No. 1260780
Jerry is an experienced accredited Senior Financial Planner at McConachie Stedman who is dedicated to helping his clients find practical solutions to achieve their financial goals. With his extensive knowledge in financial planning, Jerry provides specialised advice in wealth creation, life insurance, investment portfolios, retirement planning and shares, as well as superannuation.
General Advice Warning
The material and information included in the guide, including its contents and handouts is provided solely for general information purposes and is not intended to and does not constitute accounting, taxation, financial or other professional advice. Whilst all care is taken in the preparation of this material, no warranty, guarantee or representation of the accuracy, timeliness or reliability is given with respect to the information provided or that the information is fit for a particular purpose. McConachie Stedman and any member or employees of McConachie Stedman expressly disclaims any liability arising from the use or reliance on the information provided, the presentation, its contents and any handouts provided.
If you require professional or specialist advice, you should seek professional advice on the financial, legal and taxation implications before making any such decisions.
McConachie Stedman Financial Planning Pty Ltd is a Corporate Authorised Representative of MCS Financial Planning Pty Ltd | ABN 11 677 710 600 | AFSL 560040