Retirement Planning

Plan ahead – Plan for your retirement to make sure you can live the life you want to.

Retirement Planning Seminars

It is never to early to start planning for retirement. Our retirement planning seminars are a must for those 45 and over, book in now and set yourself up for the future.

This service is free to ETU members, their families, and all Victorian union members.

Our retirement planning seminars run by CBUS are a must attend event. Book now to secure your financial future and find out about:

• Types of contributions
• Access to super
• Transitioning to retirement strategies
• Investment choice
• Centrelink
• How to get advice

Jeff Gray – CBUS – Bio

Jeff’s role of Senior Consultant – Workplace Services sees him responsible for the presentation of Cbus’ Retirement Planning Seminars, nationally.

Cbus holds more than 50 Retirement Planning seminars each year for members aged 53 and above as a way of improving member knowledge and understanding around some of the key topics to be considered when approaching retirement. All too aware of the technicalities and jargon surrounding the industry, Jeff aims to simplify the message by breaking down the commonly held misunderstandings and demystifying the more technical elements of retirement planning. With over 30 years in the industry, the majority spent as a financial planner, Jeff aims to educate our members, as he understands the value of receiving retirement planning advice early and the impact it has on your future retirement goals.

Eligibility – Support Services

To access Support Services for free, you must be:

• A financial ETU member (includes suspended up to six (6) months)
• An ETU member for more than three (3) months
• A family member (of an eligible ETU member) who fits the definition
• A member of a Victorian union

For more information read our Eligibility Policy

CBUS