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Financial Toolbox

Perth WA

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About

Every time you use or experience something new, it usually comes with a set of instructions that you can follow, or a guide to show you what to do. When you first come into contact with money, however, this not necessarily the case. Think back to your very first pay cheque, whether it be an after school job, babysitting money or pocket money for things done around the house. Did it come with instructions – what to spend, what to put aside for a rainy day, what to attribute to bills and other responsibilities? With our incomes, we’re left to figure it out on our own.

No one is born with money management skills, we have to learn them, and develop good money habits. Over time, we gain more money and gain more assets around us, but this also comes with payment obligations and, more often than not, debt. Then, not only do we have to think about ways to improve our financial positions and minimise our liabilities, we also need to protect what we have managed to build so far.

AmCham’s Women in Leadership group, Chartered Accountants ANZ and Australian Institute of Company Directors are joining forces to deliver a Financial Tool Box series.

The aim of the workshops is to equip women with greater financial power through knowledge.  According to WA State Government data, WA women have barely more than half the savings of men, 60% of WA women retire with zero superannuation, women earn 25 per cent less than men and many WA women still lack financial confidence and skills to invest.

The Financial Toolbox series will include six dynamic and interactive workshops, independently facilitated by some of Perth’s leading financial experts to give you the tools you need to set yourself up financially and protect yourself into the future.

Part One – Build Yourself Up

The first part of this two-part series focuses on how to build yourself up. By this, we mean how to get ahead of your own finances, take control of your spending and saving, and how to recognise and avoid common pitfalls. We will equip you with the financial knowledge and skills you need to become financially independent and in control. Our three workshop sessions will focus on a different aspect of your finances.

Part Two – Protect Yourself

The second part of this two-part series focuses on how you can protect yourself from unexpected issues you may face in your life. Unexpected circumstances can have a big impact on your finances. However, there are ways that you can protect yourself from a number of life situations, and in this set of three workshops, we will equip you with the knowledge and skills that you can choose to use in order to minimise personal risk and maximise your options should something untoward occur.

Each of our workshop sessions will commence with a presentation from a keynote expert, then will be followed by a discussion session that will see a number of skilled specialists assisting participants by giving focused pointers and answering specific questions to smaller tables of attendees, moving around the room at regular intervals.

Don’t miss this unique opportunity!

SCHEDULE
Part 1: Build Yourself Up
Budgeting & Forecasting – Registrations Closed
Superannuation and Investment Choices- 13 March 2017
Personal Taxes – 15 May 2017

Part 2: Protect Yourself
Personal Insurance – 27 February 2017
Wills and Estates – 20 March 2017
Life Events – 22 May 2017
Thanks to all those who attended our Budgeting and Forecasting workshop, we hope you enjoyed the evening. The feedback we received on the night and since has been extremely positive.

We’ll let you know about dates and times for future workshops soon. 

Budgeting and Forecasting

Doing a budget and keeping on top of personal finances enables a person to get off the treadmill of living from one pay packet or payment to the next. It helps sort out money priorities and find the right balance between spending and saving. A budget assists in paying off debts faster, planning for when your big bills are due, and saving up for a holiday or big purchase.

Thanks
to all those who attended our Budgeting and Forecasting workshop, we hope you enjoyed the evening. The feedback we received on the night and since has been extremely positive.

We'll let you know about dates and times for future workshops soon. 

 

 

Superannuation and Investment Choices

Superannuation is a way to save for your retirement. The money for your super comes from contributions made into your super fund by your employer and sometimes the government will add to it through co-contributions and the low income super contribution. So, if it is all taken care of through your work, what (if anything) can you do to ensure that you have enough in your account for your comfortable retirement, when the time comes, other than topping up your super with your own money? What other investment decisions should you be considering, and what can you put in place now, so that you have peace of mind for later on?
 
Event Details
Time:   5:30pm - 7:30pm
Date:   Monday, 13 March 2017
Venue: Chartered Accountants ANZ

 

Personal Insurance

Could you keep on top of all of your monthly bills, mortgages and payments if your income stopped due to accident or illness? What would happen if you or your partner could not work all of a sudden?

Alarmingly, one in three Australians will be off work for more than three months during their working life, due to accident or illness, and less than one in ten Australians have Income Protection or other insurance that would protect them from financial hardship during this period of inability to work. Most Australians have home or car insurance and possibly health insurance, but what about the range of other personal insurances that are available and should be considered?

In this session, attendees will be taken through the variety of options open for Income Protection, Critical Illness and Trauma, Total and Permanent Disability and Life Insurance; and what options they should consider to ensure financial stability through accident or illness.

Our keynote presenters for this workshop are:

Alex Rothon, Private Wealth Manager - Insurance, Commonwealth Private

Kerry Franklin, Financial Advice Specialist, Wealth and Security Planners
 
Details
Time:   5:30pm - 7:30pm
Date:   Monday, 27 February 2017
Venue:  Australian Institute of Company Directors

    Wills and Estates

    Talking about death, or losing a loved one, is never a nice conversation to have. Money matters may seem unimportant at this stage in life, but putting your affairs in order will help you and those you love get through and better prepare for the future.

    Nearly half of all Australians die without having a proper will or estate plan. An estate plan includes a will and directions on how you want your finances, including assets, distributed after your death. It includes documents that govern how you will be cared for, medically and financially, if you become unable to make your own decisions in the future. A good estate plan should minimise the tax paid by heirs, and help avoid any family squabbles.

    In this session, attendees will be taken through the components of a good estate plan, and the issues that they should consider when making sure all components of their and their loved one’s estates are covered.

    Our keynote presenters for this workshop are:

    Graham Addison, Associate, Everstone Group

    Elizabeth O'Sullivan, Consultant, Leach Legal
     
    Details
    Time:   5:30pm - 7:30pm
    Date:   Monday, 20 March 2017
    Venue:  Australian Institute of Company Directors

      Life Events

      It’s all well and good having a life plan, but sometimes circumstances are totally out of our control. So, what can we do to make sure we are protected against a number of different life events that we may have to face throughout our lives?

      In this session, we will focus on what you need to consider with a few of life’s biggest curve-balls:

      • Getting married and getting divorced
      • Losing your job or being made redundant
      • Dealing with illness

      We will talk about what you can do now when it is plain sailing, so that you can cope financially when going into, or at times getting out of, the sticky, tricky or just plain bad situations that you may find yourself in.

      Our keynote presenters for this workshop are:

      Catherine Leach, Managing Director, Leach Legal
       
      Details
      Time:   5:30pm - 7:30pm
      Date:   Monday, 22 May 2017
      Venue:  Australian Institute of Company Directors

        Pricing

        Personal Insurance

        AUD40
        • Time: 5:30pm - 7:30pm
        • Date: Monday, 27 February 2017
        • Venue: Australian Institute of Company Directors
        Book Now

        Wills and Estates

        AUD40
        • Time: 5:30pm - 7:30pm
        • Date: Monday, 20 March 2017
        • Venue: Australian Institute of Company Directors
        Book Now

        Life Events

        AUD40
        • Time: 5:30pm - 7:30pm
        • Date: Monday, 22 May 2017
        • Venue: Australian Institute of Company Directors
        Book Now

        Part 2: Protect Yourself Package

        AUD100
        • Workshops 4 - 6
        • Personal Insurance - 27 February 2017
        • Wills and Estates - 20 March 2017
        • Life Events - 22 May 2017
        Book Now

        Budgeting and Forecasting

        AUD40
        • Time: 5:30pm - 7:30pm
        • Date: Monday, 6 February 2017
        • Venue: Chartered Accountants ANZ
        Closed

        Superannuation and Investment Choices

        AUD40
        • Time: 5:30pm - 7:30pm
        • Date: Monday, 13 March 2017
        • Venue: Chartered Accountants ANZ
        Book Now

        Personal Taxes

        AUD40
        • Time: 5:30pm - 7:30pm
        • Date: Monday, 15 May 2017
        • Venue: Chartered Accountants ANZ
        Book Now

        Part 1: Build Yourself Up Package

        AUD100
        • Workshops 1 - 3
        • Budgeting & Forecasting - 6 February 2017
        • Superannuation and Investment Choices - 13 March 2017
        • Personal Taxes - 15 May 2017
        Closed

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