MAKE IT COUNT

Personal Finance and Goal-Setting Workshop
30 - 31 January 2021

Presented by

MAKE IT COUNT:

Personal finance workshop

We've pulled together a team of experts that will discuss all the things they didn't teach you in school when it comes to money, such as, your financial goals, personal budget, debt management, and even buying your first home. 2020 has been a bit of a disappointment, so let's invest in the future and make 2021 your year!

The next year of your life - sorted

Everybody will walk away from our workshop with their own personal 12-month plan, ready to put into action right away. Spots are limited so we can assure everyone will get the attention they need, so if you're ready 'level-up' and get your finances on track for a better future, register now!

Speakers

Practical and relevant advice, no jargon - just easy to understand explanations and resources from our group of finance experts.

Lauren Thiel

Chartered Accountant
The Real Thiel

Kev Smith

Financial Coach
Bright Spark Money

Jed Richards

Senior Investment Adviser
Shaw and Partners

Brooke Reardon

Principal Solicitor
Wills & Estates

What you'll learn at MAKE IT COUNT

Over two days we'll cover topics including:

Financial goals and values

Learn how to take control of your financial destiny with a plan that works for you.

Personal Budgeting

Learn how to spend and save on a budget that suits your lifestyle.

Investments, shares, portfolio management

Gain unique insight into how to invest and manage your portfolio.

Debt management

Our experts will show you how to get those debts off your back so you can start looking forward.

Buying a house

Learn how to get on the property ladder with your first home or investment opportunity.

Tax 101

Get on top of your expenses for tax time. We all have to pay them, so let's do it smarter.

Wills & Estates

We'll take you through the processes of succession, and how to manage your assets if something happens to you.

Superannuation

Understand and get control of your superannuation and make it work for you.

Venue

The Duke of Brunswick 

Spend two days working with the experts in a private setting in the newly renovated Coleridge Room at The Duke of Brunswick in Gilbert Street, Adelaide. 

And to keep your energy levels up, our workshop catering will include coffee, tea, juice, breakfast, morning and afternoon tea, and lunch.

Pricing

Make it count - take full advantage of our workshop with pricing options that suit you.

Day package

$947

Incl. GST

Includes:

Two-day workshop

REGISTER NOW

Early bird

$847

Incl. GST

Includes:

Two-day workshop

Networking dinner

Early bird rate

REGISTER NOW

Day & night package

$997

Incl. GST

Includes:

Two-day workshop

Networking dinner

REGISTER NOW
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