Financial and investment series – Module 2

Thu 05 March 2020

Financial and investment series – Module 2

Gain the key financial skills and understanding to manage your money with confidence and make informed decisions for your personal life and career.

You will learn:

  • How to manage your cash flow and debts
  • The reason for saving and investing as well as the risks and returns of investment alternatives
  • The advantages of protecting assets and know which insurance products to choose
  • Optimal ways to minimise tax and fee payments.

Topics include:

  • Investment fundamentals, including superannuation
  • Cash flow planning
  • Property investment fundamentals
  • Sharemarket investment fundamentals
  • Debt loan fundamentals and option
  • Asset protection and insurance
  • Tax considerations for investing.

Session includes free pizza.

CPD hours: 3 non-clinical hours

RSVP by 25 February. Registration essential for catering purposes.

Presented by Moneywise financial advisers Stuart Mathieson and Francis Lee, Senior Tax Accountant David Giles.

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Please note: Photographs may be taken at this event and may be used on the ADAVB website, social media or publications to promote ADAVB events and ADAVB membership. Please advise us if you do not wish to be photographed.

ADA member:  Free   
Non-member:  $55.00     Register Now



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