COVID-19 has changed the way we think, the way we spend and save and the way we view our lives as a whole.
Over the past 6 months, we have had many clients asking us about SMSF and investing. With the huge impact of Coronavirus on financial markets, it is concerning that many individuals do not have a clear and tailored investment or retirement strategy.
Whether an SMSF is right for you will depend on a range of variables, including:
Hosted by Shannon and Bianca, this webinar covers the most common investment and retirement question that we hear; "Is an SMSF right for me?"
How will the proposed 30% tax on super earnings above $3m work?
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.
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.
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.
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.
27 April 2023 // 12:30pm
Let's face it, insurance is not the most exciting topic. In this webinar we'll offer guidance on how to compare different insurance policies, assess your risk, read beyond the marketing and how to get the most value for your money.