You’ve worked hard for what you have – it’s time to protect it for the next generation.
Most people think estate planning is only for the wealthy, but that isn't the case. There are many things to consider when estate planning, such as who will inherit your assets, how your assets will be managed, and how your debts will be paid. Everyone can benefit from having a plan in place for what will happen to their belongings and loved ones when they die.
An ideal webinar for anyone who wants to get clarity on how you want your life’s work protected and passed on after you’re gone.
WHAT WE'LL COVER
Receive award-winning information from Shannon Smit, financial adviser and winner of Women
In Finance Financial Adviser of The Year 2021
and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. It’s free.
Registration is essential. Whilst this webinar is targeted to women, the content is appropriate for anyone aged 35+ who wants to know how to
protect what’s important without all the nonsense..
WEBINAR - Registration Essential
8th August 2025 - 12:30 - 1:30.p.m
The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit.
In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling
retirement - on your terms.
WEBINAR - Registration Essential
1st August 2025 - 12:30 - 1:30.p.m
Thinking about using your super to invest in property? Join our expert-led webinar to explore how a Self-Managed Super Fund (SMSF) can help
you build long-term wealth through property investment.
WEBINAR - Registration Essential
25th July 2025 - 12:30 - 1:30.p.m
Join our free webinar, SMSF: Is It the Right Investment Strategy for You?, to explore how a Self-Managed Super Fund can help you
take control of your retirement in today’s changing economic landscape.
