Are your personal finances a bit all over the shop? Maybe you’re going along okay, but keep meaning to start saving for real? Or combining those multiple Super accounts? Perhaps you know you’re paying a lot in bank fees but not really sure how to fix it?
Personal Finance can be a stressful topic – an estimated 2.44 million Australians experience financial stress, and this can often stem from low financial literacy or low financial confidence.
Take a deep breath.
Your teacher Scott absolutely understands. Scott has a solid background in finance, and continues to work as a certified and experienced financial planner, helping clients and community improve their financial wellbeing across all stages of life.
Scott’s workshops usually cover a specific topic: Superannuation, Cash Flow, Investing. However in this class he’s touching on all of the important topics so you can reboot your personal finances.
So come and get the lowdown, and foster a more proactive and informed approach to your money and financial wellbeing.
What will we cover?
During this interactive class we will explore different areas of personal finance, including:
- Cash flow awareness and spending habits
- Superannuation and Retirement – current financial decisions for a strong retirement with common terminology without the jargon and key things to check about a fund
- Investing – demystifying options, including as part of your Super account
Accessibility
- Closed Captions
- Discounted Early Bird Tickets
- Free Tickets for First Nation Attendees
- Auslan Interpreters Upon Request
Who will be teaching?
Scott has been in the financial services industry since 2000. Prior to starting Money Mechanics he was the Senior Financial Planner for a national firm. He is an Authorised Representative (ASIC No. 262368) of Infocus Securities Australia AFSL and Australian Credit Licence No. 236523 which is a non bank and institutional aligned licensee and has been awarded the internationally recognised Certified Financial Planner® (CFP) certification.
Scott is passionate about financial literacy and education and has been teaching Financial Planning and Money topics since 2007. He is a true believer in ‘practising what you preach’, which includes investing in the property and share markets, having a Self Managed Super Fund, and also enjoying a work-life balance! Scott believes that everyone should try to spend time enjoying the best of career advancement and work life as well as their family life!
Important info:
Image by Charles Thompson from Pixabay
Any questions or other accessibility requests? Feel free to email Maddy (she/her) at melbourne@lanewaylearning.com.