Free

Essentials of Financial Planning

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7 Alfred Cl

7 Alfred Close

Alfred

Narre Warren North, VIC 3804

Australia

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Free Financial Planning 101 Workshop

This is an invaluable opportunity of hearing our financial planning experts. They will facilitate you with simple, practical and helpful bases to meet your financial aspirations


This workshop is what we should have been taught about money in school. It is specially designed for the 25-45 year old investor to start their investment journey and financial security.


THE FOLLOWING TOPICS ARE COVERED:

• Finance Basics and the value of Budgeting

• Why Cash flow management is so important

• What is marginal tax.

• What is Super – and how it is invested

• Characteristics of Industry Super funds

• General Investment strategy

• Insurance – what it is, why do I need it and how much should I have?

• Tips on getting into the property market sooner

• Buying to live vs. buying to invest

• What property buyers need to know about:

• Loan to Value Ratios (LVRs)

• Lenders Mortgage Insurance (LMI) & Stamp duty

• Property cash flows

Fin Plus has teamed up with Investors Direct Financial Group to bring you this workshop. It is designed to help our clients get a better understanding of what their financial goals should look like realistically and how we can get there.

This workshop is normally over $100, but it presented to you free. Places are limited. Harsel and Jamel went for this workshop in July and knew it would be benefical to those around them. There is no hard sell of property or services. It's just information. If you have kids in their late teens or young adults, it would be appropriate and beneficial for them too. We request that you come without distractions. No children please. You will have the opportunity to hear from the experts and ask questions.

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Date and Time

Location

7 Alfred Cl

7 Alfred Close

Alfred

Narre Warren North, VIC 3804

Australia

View Map

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