Private Wealth Series
Countdown to Retirement
With WSC Group Founder & Executive Chair, David Shaw and Director of Financial Planning, Matt Pack
October 2025 - Essential steps for a brilliant retirement, including a Case Study on how to add over $1M to your retirement portfolio within 8 to 10 years.
Don't Blow Up your Retirement Plan
With WSC Group Director of Financial Planning, Matt Pack
October 2024 - Learn about sequence risk, why it’s a critical issue, and how the Retirement Risk Zone can impact your financial future. Includes a historical example from 1972 to 2011 and strategies to safeguard your retirement plans.
Aged Care Demystified
With WSC Group Director of Financial Planning, Matt Pack
September 2024 - An insightful breakdown of the aged care landscape, including the key costs of residential care, crucial family decisions, and available funding options.
Pathway to Wealth
With WSC Group Managing Director, Catherine Simons and Director of Financial Planning, Matt Pack
June 2025 | Most of us aspire to create wealth, but only a small percentage take action to make it happen. Having a clear pathway to create wealth can make all the difference. Join Matt Pack and David Shaw from the WSC Group Private Wealth team as we explore this topic. In our 1-hour recorded webinar, we will look at:
How to Save your Retirement Plan
With WSC Group CEO & Founder David Shaw and Director of Financial Planning, Matt Pack
With 62% of retirees on the age pension, and with the median super balance for those age 55 to 64 at only $180,000, it is not a surprise that many are concerned about their financial future. We're living in interesting times and, if you're like many of our clients, you're probably wondering how to plan for a successful future.
Self-Managed Superfunds
With WSC Group CEO & Founder David Shaw and Director of Financial Planning, Matt Pack
When it comes to planning for retirement, your super strategy will have a major impact on your savings – and the type of lifestyle you can enjoy down the track. Over the next 30 minutes, we’ll go over the basics of Self Managed Super Funds so you can decide whether it’s the right option for you. We’ll cover:
Benefits of Financial Advice
With WSC Group CEO & Founder David Shaw
No matter what your goals are in life, the future won’t just take care of itself. That’s why it’s so important to plan ahead. By creating your own personal plan for the best, you can put your money to work so you can build the lifestyle of your dreams
Investment Fundamentals
With WSC Group CEO & Founder David Shaw
This recording covers everything you need to know about investing – to help you tailor the right strategy to meet your lifestyle and financial goals. We’ll cover:
Planning For Your Retirement
With WSC Group CEO & Founder David Shaw and Director of Financial Planning, Matt Pack
Preparing to retire can be emotional as you look to a new phase of your life. It means different things to different people. Taking practical steps to make a retirement plan can help you manage your finances, and cope better as your life as priorities change.