Corporate

We shed light on the intricacies of superannuation, ensuring that women have a solid grasp of how to secure their financial future in retirement.
LEARN MORE LEARN MORE

Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement? Planning for life and its ups and downs is the first step.

Separating from your partner can be difficult and it can also be hard on your finances. You may feel overwhelmed as there are many things to sort out. Your post-divorce financial situation may be significantly different in a variety of ways. If you are no longer the owner of your home—which for most Australians, is their largest financial asset—you will inevitably experience changes regarding your total wealth and total liquidity.

It doesn’t matter how much you have. It’s what you do with it that counts. In this session we talk about how you can use the assets you already have to grow your assets, and manage your debt so you can enjoy a comfortable retirement. This is a great way to get started on the path to financial success. By making the most of what you have, you can set yourself up for future success. 

Most of us know the benefit of having insurance cover. We pay for our car insurance. Our home and contents. But what about your personal insurance? Have you considered what life looks like if you or one of your family members suffered a personal injury or illness? How would this impact your life? As one of the most misunderstood components of life in the western world, with a large portion of your income directed to it, it's imperative to get insurance right. A well-structured insurance strategy will reduce the financial burden in the event of accident or unexpected loss.

You’ve worked hard for what you have – it’s time to protect it for the next generation. Most people think estate planning is only for the wealthy, but that isn't the case. There are many things to consider when estate planning, such as who will inherit your assets, how your assets will be managed, and how your debts will be paid. Everyone can benefit from having a plan in place for what will happen to their belongings and loved ones when they die. 

Our presentation equips women with the knowledge and strategies to create personalised investment plans that align with their financial and personal goals.