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Planning Your Own vs Working with Financial Advisers - A Comparison

Fortuna Advisory Group

Wednesday, 18 October 2017 from 7:30 am to 8:30 am (AWST)

Planning Your Own vs Working with Financial Advisers -...

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RSVP 22h 58m Free  

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Everyone has different goals in Life. Whatever your goals; 

without proper planning, it may be very hard to achieve.

 

Creating a financial plan helps you see the big picture and map out your financial future. This entails setting of short, mid and long-term goals and reviewing them regularly to stay on track.

 

Some people decide to do their own financial planning and are quite good at it. For others who find it hard to keep up with increasingly changing dynamics and complexities, there’s always a Financial Adviser you can trust.

 

Recent industry trends show a significant shift in people from

‘Planning Their Own’ to ‘Working with Financial Advisers’.

 

To understand WHY this shift is taking place and

WHAT it really means to have a Financial Adviser

 

Join Dinesh Aggarwal FCPA, CA, CMA, FTI, DFP

on 18th October (Wednesday) From 7:30 AM to 8:30 AM 

At JBA Boardroom

 

 

Dinesh is the only West Australian to be acknowledged as one of

Australia's top 3 SME Tax Advisers, Tax Institute 2015


Light refreshments will be served

 

Click 'Attend Event' to Register

 

Should you have any queries, please don't hesitate to contact us at admin@fortunaadvisors.com.au

 

 


 

     

Have questions about Planning Your Own vs Working with Financial Advisers - A Comparison? Contact Fortuna Advisory Group

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When & Where


JBA Boardroom
4/189 Lakeside Drive
JOONDALUP, WA 6027
Australia

Wednesday, 18 October 2017 from 7:30 am to 8:30 am (AWST)


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Planning Your Own vs Working with Financial Advisers - A Comparison
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