You are invited!

Optimo Financial invites you to attend one of our financial strategy seminars.  

Why you should attend

Unlike other financial planning seminars where you may be provided with a brief description of a financial strategy followed by delving into particular products, we at Optimo Financial believe the best value we can add to planning your financial future is to demonstrate how we can provide you with the optimal strategic advice.  We have saved people thousands of dollars by simply adjusting their strategy slightly and hence building their wealth exponentially.

We believe that by attending these seminars you can arm yourself with the information you need to make an informed decision about your financial situation.

Why is the Advice Optimal?

Unlike other planners who may ‘try out’ a few possible strategies for your particular circumstances and select the best from those, we use special Pathfinder ™ software (developed and owned by Optimo Financial) that uses mathematical optimisation techniques combined with inbuilt tax laws to develop the optimal financial strategy for your unique situation.

In these seminars, we explore a number of topics that demonstrate the power of this approach and also provide you with information about many of the rules that affect which strategy delivers the best financial outcome for you.

What you get with an Optimo Financial Plan

• Access to a financial planner who focuses on your needs and strategy, not on selling products
• A formal Statement of Advice as required by regulation
• Access to a web-based reporting and charting system that allows you to view and understand every aspect of the strategy we have developed for you.

Topics Covered

• What are some of the super concession benefits I can receive?
• Strategies to build your superannuation
• Property—inside or outside super?

Wealth Accumulation and Strategies to Build your Wealth

	Sydney	Melbourne
When	Wednesday, 23 November 2011	Wednesday, 30 November 2011
Time	6:00PM	6:00PM
Where	204/10-12 Clarke St Crows Nest, NSW, 2065	Level 8/45 William St Melbourne, VIC, 3000

Should you need any further information please contact Jade Stack on (02) 8622 2289 or 0466 220 019.

Or you can register for the seminar(s) from the registration page.