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Mercy Super Boardroom Series

Super and financial concepts can be complex, and often have very specific rules about what you can and can’t do. We want to guide you through the maze of options and help with the decisions you need to make today and into the future.

Mercy Super regularly holds short group workshops in our Boardroom (and we can bring it to your unit too), and have a team who are well qualified to start the conversation and show you how to make the best decisions.

The decisions you make today will have a real impact on tomorrow’s outcomes, so it’s never too early or late to start. Come and join us at an upcoming Boardroom workshop, or make an appointment for a complimentary conversation with one of our super and retirement experts.



Setting up foundations for success

(25 minutes)

In this workshop we will take you through some timeless money fundamentals, by the end of the session you will have a number of tips to making sure your super is working hard for you, that you have a really good view of the importance of your income & how to spend it wisely. This workshop is great for everyone, regardless of your stage of career & life.

Register your place



Get set for prep: Looking ahead to Retirement

(25 minutes)

Retirement can be daunting to think about, but it doesn’t have to be. In this workshop we will help you understand what your retirement can look like, and inform you about your options including starting a transition into retirement. This workshop is open to everyone, but is most suited for anyone who is starting to look ahead to the next stage.

Register your place

 



Our Presenters

Simon is well qualified to help make complex situations easy to understand. Simon is a qualified financial adviser dedicated to helping you prepare for life’s most important milestones and achieve your financial goals.

Simon has been providing financial advice since 2010 and has been with Mercy Super since January 2016. His hands-on experience is complemented by his professional qualifications which include the Advanced Diploma of Financial Planning; Bachelor of Business – Accountancy and Bachelor of Laws degrees.

Simon is a salaried Mater employee who understands Mercy Super members. He also understands that each of us have different circumstances, goals and understanding of financial matters.

Meet Simon

 

 

Latest news

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If you’ve made contributions to your super from your after-tax income you may be able to claim them as... Read more
Mercy Super and HESTA today announced their intention to merge

Mercy Super and HESTA today announced their intention to merge

Mercy Super and HESTA have signed a letter of intent to merge via successor fund transfer. We are working... Read more
Ask a Planner: When should I make extra contributions?

Ask a Planner: When should I make extra contributions?

We all know its something we should be doing, but putting away a little extra for tomorrow is something that is... Read more