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Roe Financial
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Expert Financial Planning Advice and Management
Expert Financial Planning Advice and Management

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An information session for anyone 45-65 that is thinking it might be time to start planning for when the work stops and the fun starts!

We will present a number of things to consider and touch on some strategies, to help you prepare for your post-paid life. 

Join us for a relaxed, no obligation evening with some wine and cheese, in our meeting room, and hear about some important issues for you to consider in the lead up to retirement.
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A great real life story about a Trauma Insurance claim for a client who survived brain surgery.
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Ethical investment is also known as sustainable investment and socially responsible investment (SRI).  The term describes an investment process that incorporates environmental and social factors when selecting investments, in addition to the objective of achieving a competitive financial return.

The Ethical and Socially Responsible Investing seminar is a free no obligation seminar that will guide you through the basics so if you decide to pursue this path of investing you will be more informed.

Space is limited so please be sure to reserve your spot by registering now.
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