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Serious Money Speaks - The Foundation Stones

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Location

Serious Money Financial Planning

162 South Road

Torrensville, SA 5031

Australia

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Refund Policy

No Refunds

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SERIOUS MONEY SPEAKS. THE FOUNDATION STONES.

Guest Presenter: Brenton Marriott, Owner of Serious Money Financial Planning, located in Adelaide, South Australia.

Facilitator - Penelope Hall of Penelope Jay.

Every single person with money has a plan. Every single successful person with money has several plans.

Do you have a money plan? Do you recall ever receiving education on how to use money once you were an adult? Many of us answer no to these questions. Would you like to change this? Step by step? At a pace that is manageable and with a life system that is just as so?

Our workshop/seminar is for everyone, you do not have to be PJ member to attend. Personal finances and/or Business enterprise. Employers & employees. Business owners with staff or without. Even if it's just "you". This half morning has been structured in a way for all to understand and we can retain this as our theme and/or dig deeper if your understanding at the time permits and is requested*.

We knew too well our good fortune when this man accepted my invitation to join my Business Mastermind (MM). Not only does he bring years of education, know how and experience, this Mastermind Member simply knows what he's talking about, and we listen. He is a pleasure to spend time with, work among and listen to. His gentle guiding nature allows for total "understanding" and he ensures you 100% "get it" because weaving through our financial lives does not come easy to some. He presents in simple every day language + at a pace we can all take note.

Brenton MarriottBrenton Marriott

During recent research, there was a very large call for "easy speak" face to face financial discussion workshops. As our world becomes more and more expensive to live in, and so many people struggling for personal & often complex reasons, some quality guidance from someone of experience can ease the path, set us on the right one and we go from there. What I value most is Brenton holds no judgements whether you know much or as little about your finances, how Superannuation works, budgeting, saving + everything else. As Brenton reminds us, we all have to start from somewhere and continue from somewhere else as we grow and learn.

Crafted around the fundamentals and 'The Foundation Stones' of a healthy financial portfolio.

  • If your financial affairs are looking fair to average, Brenton can set you on a more positive path.
  • If your financials are looking on the up, Brenton can guide & set you up further.
  • If you are set up & moving at a set pace, and would like fresh eyes and adivce, Brenton is the expert for you.

THESE 2 PRECIOUS FINANCIAL HOURS INCLUDE;

  • *The most valuable financial tips you may have heard in a long while.
  • *Superannuation education & highlights
  • *Investment exploration (basic)
  • *Understanding your Financial Risks
  • *Pros and Cons of various Super Funds
  • *Savings, do you have any? What to do with them. How to begin.
  • *Create a Spending Plan to reduce stress of managing bills & income
  • *Build confidence in your spending decisions (and habits)
  • *How to start a business or personal budget
  • *A look example figures for our Retirement - Self Funded or Centrelink or Combination
  • *Plenty of extra time for Q&A

OUR VENUE:

  1. Free car parking in Serious Money carpark @ the back of their offices.
  2. Booklet Handout for note taking will be provided on arrival.
  3. Morning tea.
  4. Please arrive minimum 15 minutes prior workshop start time.

WE ARE IN GOOD HANDS WITH BRENTON MARRIOTT:

Qualifications:

  • Fellow of Institute of Chartered Accountants in Australia obtaining membership in September 1984
  • Bachelor of Economics Degree from Adelaide University completed May 1983
  • Institute of Chartered Accountants Financial Planning Specialist designation
  • Tax Practitioners Board (financial planning) registered
  • Financial Planning accreditations with Securities Institute and Pinnacle Financial Services
  • Financial Wisdom specialist accredited in Aged Care, listed securities and Self-Managed Super Funds
  • Financial Wisdom authorised representative from August 2007
  • MLC / Garvan Financial Planning authorised representative from April 1986 to August 2007
  • Former tutor at the Institute of Technology in SA in Accounting and Finance
  • Matriculated Glengowrie High School December 1976
  • Adelaide University Bachelor of Economics Degree January 1977 to December 1983
  • Employed Peat Marwick Mitchell as tax accountant January 1978 to March 1982
  • Employed Edwards Marshall & Co in areas of tax, accounting, super fund management and business services March 1982 to April 1986
  • Commenced own financial planning business April 1986 to current
  • Director and Principal of Serious Money Financial Planning Pty Ltd and Serious Money Financial Consultants

    ..........whose philosophy is “ We care for your money as though is was ours”.

Brenton is a Fellow of the Institute of Chartered Accountants and holds their Financial Planning Specialist designation. He also holds a Bachelor of Economics degree from Adelaide University and has been in the investment/finance/accounting industry since 1978.

With over 40 years’ experience, Brenton specializes in the strategy of investment management, guiding clients through their ongoing relationship with money, helping them become rich, providing opportunities to manage money in the most effective manner, to help enjoy the moments in life that are important, and ensure that their lifestyles are maintained.

This involvement encompasses the areas of superannuation, including ‘self managed funds’, pensions and Centrelink benefits for those approaching or at retirement.

Brenton is passionate and focused on providing his clients with the most appropriate solution to their financial needs without taking inappropriate risks.Brenton Marriott is an authorised representative of Financial Wisdom Limited.

Once again, we have created this workshop for everyone. No matter your financial position, your status within your workplace or personla life ie.employee/owner/manager/self employed/looking for personal advice and so on. You may be a start up business, or been around for a good few years. Whether your organisation and/or business is one person or 100 staff, this workshop is for you too.

We look forward to sharing this Mastermind Member Workshop Series with you.

Whilst we do have limited seating available in our room, we truly want to fit you all in, as we are hoping for a complete sell out.

*Further information on my Masterminds & Membership options will be available at this event.

Look forward to meeting you, Penelope Hall & Brenton Marriott


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Date and Time

Location

Serious Money Financial Planning

162 South Road

Torrensville, SA 5031

Australia

View Map

Refund Policy

No Refunds

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