Empowering you to take charge of your finances
We are passionate about helping you get to where you want to go. We have designed a series of interactive workshops that assist you to make smarter decisions about your money. These workshops work towards the foundations of building, protecting and passing on your wealth. These are designed to further your education we conduct in our meetings and provoke some thought on your behalf about what you could improve in your financial world.
We conduct these in our boardroom or for groups, we have come to a venue near you. We have presented to business networking groups, school and youth groups and investment clubs. Contact us to see if a workshop would suit your group.
Business Owners Foundations Course
A lot of business owners underpay themselves to reduce tax impacts, short changing their long term savings. Also, a lot of business owners rely on the prospective sale of their businesses as part of their retirement plans. We delve into some strategies for aligning your personal goals with your business goals and some strategies to building and protecting your personal wealth along the way. We explore the value of Structuring, Wealth Mindset, Wealth Creation, Risk management and Succession etc. You will walk away with some tools for personal and business goal setting and some ways to derive value from your business along the way to potentially selling it one day.
Financial Foundations: (Gen) Y Should I Care?
As Generation Y, you are confronting the transition from being dependant on your family to being financially independent from them. This is the stage of your life that you will be introduced to the largest range of financial products.
We want to prepare you for this stage so you don’t disadvantage your own future or impact your parents’ financial plans.
This 1 hour workshop will give you the tools necessary to make smart financial decisions and to know what questions to ask and where to find the answers.
This will enable you to be prepared for the next stage of your life.
Forging Your Legacy: Estate Planning Foundations
Coming soon- a participative workshop discussing the importance of your legacy. We will address both wills and what we call your living will. We look at strategies to creating and protecting a legacy that can passed down for generations.
Women and Finance: Empowerment through Financial Independence
There have historically been many issues confronting women and having the control over their own finances that they would like. Whether it be the time they take off to start a family or the historical bias shown to women investors and female professionals. Thankfully these barriers are being broken and this workshop will look at empowering strategies that will enable you to start setting your own pace and developing your own financial plan.
Money Coaching introduction
In this course we introduce the concept of behavioural finance and why we all make the decisions and have the habits that we do. We look at how to break these and how to develop new habits. We look at consumerism and the timing of some of your purchase decisions. We look at how you can analyse your savings and expenses and what useful tips you might have that will add up to assist you to achieve that greater goal. We then look at the role of debt in your life and why it can be a good thing. But how to use debt smartly and what safety measures to put in place. You will come away knowing how to start making more conscious decisions about your finances and what some of the next steps may be for you now you have control over your money.
“An Investment in knowledge pays the best interest”- Benjamin Franklin
Contact us TODAY to let us know what workshop you or your group may be interested in.