A How-To Guide to FYI Collaborate
Welcome to Smart Private Wealth • Learning Centre • Videos & Webinars
Welcome to Smart Private Wealth • Learning Centre • Videos & Webinars
Introducing FYI Collaborate, our new client portal designed to provide you with a secure and streamlined way to access your important
financial documents. In our continuous effort to safeguard your private information, we're excited to move our document-sharing process to
this platform.
Why FYI Collaborate?
Your security is our top priority, and FYI Collaborate ensures a fortified shield around your sensitive data. This platform not only
simplifies document retrieval but also adds an extra layer of protection to your financial information.
Contact our Smart Private Wealth team for assistance with accessing and navigating the FYI Collaborate portal.
WEBINAR - Recording
The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit.
In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling
retirement - on your terms.
WEBINAR - Recording
Thinking about using your super to invest in property? Watch the recording of our expert-led webinar to explore how a Self-Managed Super Fund (SMSF) can help you build long-term wealth through property investment.
WEBINAR - Recording
In this webinar we explore how a Self-Managed Super Fund can help you take control of your
retirement in today’s changing economic landscape.
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.
