Join Norma Falconer where she will show you excerpts from a redacted advice report prepared by Think Capital versus a report written by one of the big banks/superfunds.

3 main learnings/outcomes

• What to expect when seeking advice from a professionally licensed financial planner
• See how we helped a single mum in her 40s, pay less tax, accumulate more wealth and achieve financial independence sooner
• See how we helped a retiree optimise their social security benefits and achieve a larger income stream in retirement

About the Expert:

Professionally licensed financial planner, Norma Falconer, designs tailored strategies for high-income families, covering estate planning, insurance solutions, tax-effective investments, superannuation, business succession and intergenerational wealth transfers. Recognised by top publications, her approach intertwines values with finances, making her a leading voice in wealth management, holistic financial well-being and financial independence.