Australian Independent Retirees (AIR)

Sydney Hills Branch

AIR advances the interests of over 50’s who are, or plan to be, fully or partly self-funded retirees.

We regularly have a variety of interesting speakers/topics for our members and visitors. We hold 2 meetings on the 1st Friday of every month from February 2024 at the Beecroft Presbyterian Church Hall at 6a Welham St, Beecroft commencing at 10:00am.

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Monthly Meetings

Every month, we hold two meetings. The first meeting starts at 10:00am covers a range of topics including Health, Aged Care, Travel, Technology, Retirement services, etc.

After some refreshments, our second meeting at 11:30am covers financial and investment topics including Superannuation, Retirement income, Investment Markets, Financial Trends, etc.

If you are retired or approaching retirement, come along, meet new friends and receive useful information to help your retirement.

Next Meeting: May 2nd 2025 - How to handle Scams and Market uncertainty

Our next meeting will be held on Friday May 2nd 2025 at Beecroft Presbyterian Church Hall at the new time 10:00 am.

The Investors Discussion group will follow at 11:30am after refreshments.

10:00am: Charles Fellner: Scam Awareness, your best defence against fraud.

Charles Fellner

A retired IT professional, Charles’ initial focus is on the more common scams. He explains what goes on behind these scams, the steps that one should take to avoid being scammed, and what one should do if they have been scammed.

After this Charles will focus the concerning rise of Financial Scams. He has a strong interest in the psychology of scamming and believe this is a very important and often neglected part of the puzzle.

Branch News & a delicious morning tea will follow Danielle’s talk

11:30am: Diversifying your investments to reduce volatility in today’s share market upheavals

Investment diversity

With the recent large fluctuations in share markets in Australia and around the world, Wayne Strandquist will commence this important discussion with an anonymous survey on member’s level of investment diversification. Wayne will then explore the benefits of diversification across various asset classes and also within each asset class, and how that can improve the resilience of our portfolios.

Please note that this information does NOT constitute Personal Financial Advice.

We will adjourn to a local café around 12:30pm for a light lunch.

Past Meetings

The following is a summary of previous meetings and their topics.

  1. April 2025 Latest

    How to find the right Aged Care & what are the key challenged in SMSFs

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  2. March 2025

    Avoiding loneliness, Customer service (or lack thereof ) from large Super funds

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  3. February 2025

    Social Contribution, 2025 Economic & Investment Outlook

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  4. December 2024

    Unusual Travel Ideas, Christmas Lunch

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  5. November 2024

    Living Well with Parkinsons, Digital Financial Advice

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  6. October 2024

    Introduction to AI from a personal perspective, Key Financial Challenges in retirement

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  7. September 2024

    Finding purpose in retirement, Active and Passive Investment with Exchange Traded Funds (ETFs)

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  8. August 2024

    Living Well with Parkinsons; Listed Investment Companies & Trusts

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  9. July 2024

    If Only I Had Known; Australian Bond Exchange presentation

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  10. June 2024

    Deep Dive on Aged Care Fees by Liz Holland, Aged Care Financial Advisor, Prime Advisory

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  11. May 2024

    Stroke Foundation: Acting FAST to save a life; End of Financial Year check list

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  12. April 2024

    General meeting: Members discussion forum; Finance Discussion Group: Members Financial Forum

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  13. March 2024

    Diabetes Australia: Ways to prevent or live with Diabetes; Financial Literacy discussion by Robert Barnes, Superguide.com.au

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  14. February 2024

    Central Coast seniors debunk the myths and outline the real benefits of Electric Cars; Patrick Clarke (GM) from GenerationLife describe their innovative retirement products that help navigate retirement with confidence

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  15. December 2023

    Interesting, Innovative & Unusual ideas for Travel, followed by Christmas lunch

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  16. November 2023

    Beecroft Fire Station – How to be ready for Fire Season; Introducing a new online retirement income planning service from Jubilacion

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Join AIR today

Membership of AIR is open to anyone over 50 who is or planning to be fully or partly self-funded in their retirement.

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