Webinars & Events

Common Sense Investing Webinar

Common Sense Investing Webinar

This is our most popular webinar and for good reason!

We will help you understand the basics of financial planning so you can decide if it is right for you.

This webinar covers

  • Conquering debt
  • How to build a passive income stream & retire earlier
  • Market volatility & the impact on your investment
  • Different asset classes & which one will look after you long-term
  • The best investment you can make
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    Common Sense Estate Planning

    Common Sense Estate Planning

    You work so had your whole life to build a meaningful legacy for your family, have you ensured it is protected?

    This seminar is presented by Coulter Roache Lawyers in our Geelong & Colac offices. It is a great opportunity to ask these Lawyers all of those niggling questions that you have around Estate Planning & Wills.

    This session will cover:

    • What is Estate Planning?
    • Why you should have a Will.
    • Intestacy – what happens if you die without a will?
    • Enduring Powers of Attorney for legal, financial, medical and guardianship matters
    • Testamentary Trusts – do you need them in your estate planning?
    • Capital Gains Tax on Estates – planning considerations.
    • Estate Planning for your superannuation with a focus on Self Managed Superannuation Funds

    The information session uses practical examples to show how estate planning can help to ensure family, business, superannuation and trust assets are protected and your wishes are met.

    Secure a spot for you & your loved ones for our next seminar today.

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    Send me the webinar

      Get your webinar link

      Please complete the following form, and you will receive a confirmation e-mail containing your link.

      Common Sense Investing Information Evening

      Common Sense Investing Information Evening

      Join us at our next Common Sense Investing information evening to learn how to create a truly passive, tax-effective & ever-increasing income stream to fund your ideal lifestyle now and into the future.

      This session will cover:

      • What is wealth?
      • How do we create wealth?
      • Property? Shares? Or cash?
      • What causes volatility & what impact it has on your long term investment strategy?
      • Ask the Financial Planner Q & A

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