Events | Income Solutions

Events

Common Sense Investing

Common Sense Investing

This is our most popular seminar 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 seminar 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 

Book now to secure your place

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Geelong - 16th [email protected]:30pm-7:30pm

Colac - 25th [email protected]:30pm-7:30pm

Richmond - 24th [email protected]:30pm-7:30pm

Register To Attend
Common Sense Investing registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

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Common Sense Investing Webinar

Common Sense Investing Webinar

This is our most popular seminar and for good reason! 

And now you can dial in from your computer via webinar!

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

This seminar 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 

Book now to secure your place

Richmond - 24th [email protected]:30pm-7:30pm

Geelong - 16th [email protected]:30pm-7:30pm

Register To Attend
Common Sense Investing Webinar registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

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Pivot > Choose Your Financial Direction

Pivot > Choose Your Financial Direction

Are you looking at making some changes or have a goal you want to reach? Maybe you want to buy a house or you’re looking to start a family. Are you ready to start looking at putting a plan around your finances but not too sure where to start? Pivot – choose your financial direction could be perfect for you. 

This 1 hour seminar will cover:

  • Setting goals
  • Investing in yourself
  • Investing in your career
  • Managing cash flow
  • Debt recycling
  • Protecting your wealth
  • Protecting your lifestyle
  • Making plans for now, there is no need to wait!

Click to book now or download a preview below

Download A Preview
Download A Preview
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Geelong - 25th [email protected]:30pm-7:00pm

Geelong - 22nd [email protected]:30pm-7:00pm

Register To Attend
Pivot > Choose Your Financial Direction registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

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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.

Geelong - 8th [email protected]:30pm-7:30pm

Register To Attend
Common Sense Estate Planning registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

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Your Prosperity Picture Workshop

Your Prosperity Picture Workshop

What do you want to achieve in the next 12 months? The next 1-5 years? The following 5-10 years? 

What about retirement, what do you want that to look like?

When was the last time you took time out to think about what you want, both now and into the future

Goal setting is important. You don’t want to miss opportunities along the way if you don’t know what you are looking for…

This interactive seminar will help you discover what you want your future to really look like… Just picture it! 

Book now to secure your place!

Geelong - 1st [email protected]:30pm-7:00pm

Geelong - 15th [email protected]:30pm-7:00pm

Register To Attend
Your Prosperity Picture Workshop registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

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Kickstart! Your Financial Future

Kickstart! Your Financial Future

Have you recently started your first full-time job and looking at the best way to manage your finances? Are you a uni student and need some guidance around setting up your banking structures?

Kickstart! has been developed for anyone who needs advice on how to get themselves set up, if you want to put a financial plan in place and you’re not sure where to start, we can show you the tools. 

Kickstart! will help you with: 

  • Managing cash flow
  • Investing in yourself 
  • Setting goals

* This event is run upon request.

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Income Solutions for Women

Income Solutions for Women

Income Solutions for Women is designed specifically for women. Why just women? Well everybody would benefit from financial planning advice, but what if we tell you this?

Statistics show us:

  • Women earn less than men
  • Women have lower super balances than men
  • Women are more likely than men to have breaks in employment
  • Women live longer but retire with less money than men

What if we told you there are strategies that can put women in a better financial position?  We believe education is the first step, so leave the guys at home and join us for a little secret women’s business. 

This presentation is also available in the workplace so employers can take action to help educate their female workforce. Be part of the solution!

* This event is run upon request.

Financial Take-Off

Financial Take-Off

Personal Finance is not taught in our schools, so how are we supposed to make smart decisions with the money we earn? If you are a Young Australian who wants to learn about the basics of Personal Finance, Financial Take-off is the Presentation tailored for you. 

Topics which are covered:

  • Effective Goal Setting Strategies 
  • Creating smarter spending methods
  • What to look out for when investing
  • The Basics of Superannuation in Australia

At the end of the information session, you will have the confidence to know that you are on the path to being in control of your financial position. 

* This event is run upon request.

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Events registration

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