REGISTER HERE Live Webinar including Q and A with Amie Baker At some point in the future you will be drawing a TAX free income from this very investment strategy so why not ensure it is bursting at the seams with well invested hard earned CASH! If I were to tell you there was a […]
Join Now! In this current economic climate – increasing costs of living and looming interest rate increases – we will discuss practical ways to save money and strategies to reduce debt. I will be available to answer questions and have an open discussion on how you can make positive change to your money and mindset. […]
This session focuses on how you can enhance the financial planning process through evolving your clients’ mindset and behaviours with money. It’s about working with them to understand their true goals and values and how the subconscious mind has a lot to do with their current situation. We will also provide a brief overview of […]
What is a better investment? Business photo created by jcomp – www.freepik.com This is one very common question and often one that surprises people when I answer. First, there is no right or wrong option here and we certainly are not comparing apples with apples. Personally, I do believe there is a lot of noise […]
You can create the best financial plan in the world, but unless you have identified the heart of your client’s goals and they have positive and empowering thoughts, beliefs, patterns and mindset around money, it will be very challenging to see true financial success for your clients. Join us, together with Cara Mollica and Jacqui Henderson […]
This is such an important topic, and I want to encourage not only my industry friends / colleagues to register but everyone… YEP that’s right.Financial abuse occurs within all sorts of relationships and although an adviser may recognise it when dealing with clients direct, you may have a work colleague, friend or family member affected […]
Over the past 12 months I have reviewed many super funds. With March and April 2020 investments globally falling out of bed it was a serious concern for many people. Not all my clients move their super to be managed by me…. That is until a global pandemic which had an economic rippling effect. Often […]
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Join AFA Inspire NSW, and guest speaker Heather Porter for “The 6 Step Digital Marketing Plan” on the 5th of May at 6pm. And learn how to get more clients from your website and social media. For more information and to register – https://buff.ly/3swbWuK
As we get older, we are faced with the reality of funding our retirement, and to many this thought can be overwhelming and daunting. So, this is an article that gives you a few ideas on how you can boost your retirement savings. There are rules when making contributions to super, but you are not […]
