As Australia’s we’re fortunate to have superannuation, and for many of us, we’ve had super accounts since starting out in part-time
jobs as teenagers. Here’s the thing. With over $13 BILLION dollars in unclaimed super across Australia, it’s evident that many are not
even really sure on how super works, let alone take control of it.
Our expert financial advisors want to give you back control over your money. Shannon and Bianca will guide you through the ins and outs of
superannuation, how your money is invested, how you can take more control over the investments to better align with your values and goals,
and how you can make small changes now that will make for big impact as you near retirement age.
WHAT WE'LL COVER
The team at Smart Private Wealth are superannuation experts creating intelligent and strategic superannuation and investment plans centered around our client's goals and lifestyle.
Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This
webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and
secure your financial future.
ONLINE WEBINAR
9 August 2023 // 4:00 - 5:00p.m.
We invite you join this very special webinar with Jody Fitzgerald, Head of Institutional Portfolio Management at Morningstar, one of the
most well-known and respected investment professionals in Australia, to gain insights into the modern investing landscape.
ONLINE WEBINAR
27 July 2023 // 12:30-1:30pm
(ESG) considerations have become increasingly important for investors as they look to make investment decisions that align with their values
and have a positive impact on the world.
ONLINE WEBINAR
21 June 2023 // 12:30-1:30pm
Many people believe that if they have a valid Will they also have
an estate plan, but this is not so. While a Will outlines where the deceased individual's assets will be distributed, it does not
include various other documents and directives that are available.
