Purpose Statement

3ao’s purpose is to make your transition into retirement as painless as possible and to ensure that you have a happy, contented and fulfilling retirement.

The purpose of Third Age Options (3ao) is to ensure that people approaching their Third Age ( and isn’t that all of us? ) have the opportunity of enjoying a happier, more contented and fulfilling lifestyle in retirement by having access to professional help to develop a Lifestyle Retirement dream to the financial reality.

Lifestyle Retirement Planning provides the options in one’s Third Age to meet one’s retirement dreams.

Retirement is a life transition just like birth, death, marriage, divorce, first day at school, one’s first job which when planned properly smooths the transition process.

The additional purpose of Third Age Options is to ensure that any person offering retirement advice to individuals is appropriately qualified to do so be they:

Individuals;
HR practitioners;,
Financial planners;
Accountants;
Behavioural professionals;
Accountants offering financial planning; or
Professional coaches.

Ensure that your coach is qualified to give you retirement advice and that they know the
Issues that should be considered in developing a Lifestyle Retirement Paln – ASK TO SEE THEIR CERTIFICATE IN 3rd AGE COACHING – There are more tan 100 issues
To be carefully considered then included IN ONE”S PLAN or discarded. It therefore
follows that if you are not given this choice then you don’t have the chance of including
the issue or discarding it.

The question to ask is “ Are you able to coach me in developing my Complete 3rd Age
(retirement) Plan taking into account all 100 issues that need to be considered?”
If the answer is evasive look for a coach that is qualified from the Third Age Coaching Academy.

 
     
     
 

Financial Advisers and Planners Professional Development Programs

Basic ½ day program for planners wanting to know the basics of lifestyle retirement planning but wish to outsource the service.
Intermediate full day program for  planners wishing to conduct the initial consultation to determine the need and outsource the service.
Advanced 3 day program for planners wishing to be certified in lifestyle retirement planning with view to advertising complete retirement planning or holistic financial planning.

Graduate comments:
“Great information and good interaction with participants. Well done”
“Congratulations for getting started. You have an excellent product”
“Appreciated the genuineness of presenters.”

 
     
     
 

UpComing Events

Professional development Program for Financial planners and Advisers

Basic and Intermediate program
Brisbane - 19 April 2010 Sydney - 2 August 2010 Melbourne - 4 October 2010

Advanced Program
Brisbane - 19-21 April 2010 Sydney - 2-4 August 2010 Melbourne - 4-6 October 2020

Coaches (Life, Career and Executive coaches)  
Brisbane - 12-14 April 2010 Sydney - 1 May  2-3 June

Retirement Industry Professionals
Lawyers, Accountants, Psychologists & HR professionals     Brisbane      12-14 July 2010

Please email inquiries to:  alan_greig@bigpond.com