Seminars & Workshops

Take a seat to find out how you can do more with your money

Please note there are currently no seminars scheduled.

To go on a waitlist for any of the below seminars, please email info@creditunionsa.com.au or call Credit Union SA on (08) 8202 7777.

FREE Fund your Future Seminar

Reach your future long and short-term goals by implementing wealth accumulation strategies now. Building your net worth can impact what you own, earn or owe over your lifetime.

In this new seminar, Calm Wealth will cover the key strategies that could help you build your potential wealth:

  • What should you think about when it comes to funding your future?
  • What is Superannuation and what impact will it have long term?
  • Should you aim to put surplus income into my home loan or Superannuation?
  • Effective ways to boost and protect your wealth
  • Effective ways to reduce the amount of tax you pay
  • How to establish a regular savings plan.

Hosted by Credit Union SA and presented by Calm Wealth.


Pre-Retirement Seminar

Find out how your retirement savings could work harder now, so you can keep living your best life in the future.

Join Calm Wealth to learn more about popular retirement planning strategies, how they work and if they might be the right fit for your goals. Key topics include:

  • Maximising your superannuation and post-retirement income
  • What impact has COVID had on your Retirement plans and how can Calm Wealth assist?
  • How to create a tax-free income stream in retirement
  • Maximising potential Centrelink (Age Pension) benefits
  • Establish how much you need for your retirement.

Hosted by Credit Union SA and presented by Calm Wealth.


FREE First Home Buyers Seminar

Join Credit Union SA at our seminar for First Home Buyers and their families!

We’ll help you understand how to get your foot in the door of the property market.

  • Unsure how much you need for a deposit?
  • Interested in knowing what home loan approvals are needed before making an offer or bidding at auction?
  • Want to know how Credit Union SA’s $5,000 First Home Buyers Grant works?*
  • Do you want to hit those open inspections with confidence?


Financial Planning Workshop for Women by Calm Wealth

Join Leah from Calm Wealth as she shows how you can plan to be smarter with your savings and investments, so that in the long run, you can enjoy more in life.

  • Marriage and divorce – how can they affect your finances?
  • Thinking of taking time out of the workforce to raise children? Understand how this can take a bite out of your superannuation savings.
  • Why do you need to see a financial planner?
  • How can you get a better handle on your finances?
  • How can you learn about more about investing?
  • How do you ensure your family is provided for?
  • How much super is enough?

Hosted by Credit Union SA and presented by Calm Wealth.


INFORMATION YOU SHOULD KNOW

The information on this page has been provided by Consultum Financial Advisers (Consultum) ABN 65 006 373 995, AFSL No 230323. It is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. Examples are illustrative only and are subject to the assumptions and qualifications disclosed.

Credit Union SA may refer members to Calm Wealth Management Pty Ltd ABN 85 645 323 913 and its financial advisers, who are authorised representatives of Consultum. Consultum is part of the IOOF Group. Credit Union SA does not accept liability or responsibility for any acts, omissions or advice provided by Consultum or its authorised representatives.

Credit Union SA receives up to $1,500 from Consultum when members are referred to and obtain financial advice from authorised representatives of Consultum.