Financial management and planning for your business and your future

Wednesday 2 December at 5 pm

This session will cover the basics of managing your financial life; from setting goals and cash flow management to investing your wealth, making the most of your superannuation and protecting yourself, your business and your family from illness and injury.

Learning objectives:

• Setting up for success – setting goals and a plan for you and your practice
• Cash flow and budgeting – the key to every financial plan with practical tips and critical considerations to set you up for success
• Investment fundamentals – an overview of the strategies and products available to help you grow your wealth over the long term
• Superannuation – the fundamentals of superannuation, which is critical for tax-effective, long-term wealth accumulation
• Protecting your wealth – stability and being financially prepared in the event of serious illness or injury

Facilitator:

• Simon Robinson, Financial Planner, RSM

This webinar forms part of a three-part paid series on maintaining financial viability.