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We look forward to seeing you at our upcoming events.

Free Education Workshops - Online and In-Person

comfortable retirement

HOW TO ACHIEVE A COMFORTABLE RETIREMENT

Next Date: April 23rd at 7.30 pm

After forty-plus years of work, the dream of a comfortable retirement is something common to many of us.

We deserve to be comfortable after all that work, right?

Truth is, it doesn’t just happen automatically.

The statistics tell us that many people reach retirement age and are not financially ready. Recent research suggests up to 25% of Australians will be too poor to retire.

What do you have to do to have a comfortable retirement?

This is exactly the topic of our next webinar, and we’re looking forward to sharing several key strategies with you.

You’ll leave this workshop with key actionable points on superannuation, investments, and wealth creation.

Join us on 23rd April at 7.30 pm AEST for this important FREE Event.

If you have questions about your specific circumstances or dont want to wait, we invite you to book a complimentary no-obligation appointment with one of our team.

Follow the below link to secure a time that is convenient to you for a 45-minute initial review with a Finwell Group Senior Consultant:

BOOK REVIEW MEET

You can also email us at better@finwellgroup.com.au or call (03) 9017 3235.

For your convenience, this workshop will be run online via Zoom.

If you do register AND attend you’ll go into the draw to win $500 cash and every person who attends will receive an initial review consultation valued at $250. You must attend to receive these offers and go into the draw.

Workshops Registration

debt paid off

GETTING DEBT PAID OFF

Next Date: May 9th at 7.30 pm

There is nothing inherently wrong with debt, particularly good debt that is helipng you grow your wealth.

However, we all need a plan to have our debts paid off, whether good or bad debt.

We can’t sit and simply hope this will happen on its own. According to recent research, the average debt for each Australian is more than $250,000.

Truth is, it takes good planning along with a wealth management and creation strategy.

In this new event, the Finwell Group team are going to discuss the purpose and priority of debt in your financial plans, and wealth creation strategies. We’ll show you key strategies to put in place to manage debt and to pay it off when the time is right for you.

Don’t be run on the timeline of your financiers or banks. Be in control of your debt and pay it off when works best for your circumstances.

Join us on 9th May at 7.30 pm for this important FREE Event.

If you have questions about your specific circumstances or dont want to wait, we invite you to book a complimentary no-obligation appointment with one of our team.

Follow the below link to secure a time that is convenient to you for a 45-minute initial review with a Finwell Group Senior Consultant:

BOOK REVIEW MEET

You can also email us at better@finwellgroup.com.au or call (03) 9017 3235.

For your convenience, this workshop will be run online via Zoom.

If you do register AND attend you’ll go into the draw to win $500 cash and every person who attends will receive an initial review consultation valued at $250. You must attend to receive these offers and go into the draw.

Workshops Registration

tax minimisation

TAX MINIMISATION STRATEGIES

Next Date: 23rd May at 7.30 pm

The late Kerry Packer famously said, I don’t know anybody that doesn’t minimise their tax … Of course I’m minimising my tax. If anybody in this country doesn’t minimise their tax they want their head read. As a government, I can tell you you’re not spending it that well that we should be paying extra.”

Whatever you view of the man, this quote is accurate for many of us. We simply don’t want to pay more tax than we have to.

However, for many of us, the specific things we need to do to minimise tax are beyond our own expertise.

The team at Finwell Group want to help you.

In this important FREE event, we’re going to share several key strategies with you. Whether you own property, run a business, or earn your income as an employee, there are ways you can achieve this goal.

The average single worker pays around 23% of their take-home pay in tax. Many of us pay considerably more. Taxpayers in the top 10% of earners in Australia paid an average of more than $93,000 in 2020-21.

To get the key data on how to minimise your tax obligations, attend this FREE event on 23rd May at 7.30pm.

If you have questions about your specific circumstances or dont want to wait, we invite you to book a complimentary no-obligation appointment with one of our team.

Follow the below link to secure a time that is convenient to you for a 45-minute initial review with a Finwell Group Senior Consultant:

BOOK REVIEW MEET

You can also email us at better@finwellgroup.com.au or call (03) 9017 3235.

For your convenience, this workshop will be run online via Zoom.

If you do register AND attend you’ll go into the draw to win $500 cash and every person who attends will receive an initial review consultation valued at $250. You must attend to receive these offers and go into the draw.

Workshops Registration

secure financial future - 1

Securing your financial future

Next Date: 6th June at 7.30 pm

Most people are planning a much more active retirement than past generations. Whether this means continuing work, learning new things, travel, family time or something else, we invite you to find out how to make YOUR future goals come true.

Achieving your ideal outcomes requires a good plan for your super, your investments and your wealth.

No matter where you are headed, we can help you plan the journey towards and beyond retirement.

Attend this free educational workshop to find out how the picture of retirement is changing and what steps you can take to secure your financial future.

If you have questions about your specific circumstances or don’t want to wait, we invite you to book a complimentary no-obligation appointment with one of our team.

Follow the below link to secure a time that is convenient to you for a 45-minute initial review with a Finwell Group Senior Consultant:

BOOK HERE

You can also email us at better@finwellgroup.com.au or call (03) 9017 3235.

For your convenience, this workshop will be run online via Zoom.

If you do register AND attend you’ll go into the draw to win $500 cash and every person who attends will receive an initial review consultation valued at $250. You must attend to receive these offers and go into the draw.

Workshops Registration

PROPERTY DONE WELL JUNE

Property Done Well

Next Date: 20th June at 7.30 pm

Property Investment is a hot topic right now.

Are you keeping up with the changes in the market? How are interest rates affecting your ability to get into the market? Are you sitting on your hands waiting for property to drop in price?

Truth is, waiting is not an option. Being informed and acting according to your own situation is the best strategy. Property investment has always been about time in the market, not when you buy or sell.

Come to this event, so you are armed with the latest data to inform your investment plans.

– Rental prices continue to soar in many capital cities

– Immigration is high

– Interest rates remain high, but appear to be stabilising

– Unemployment remains low

Any one of these factors could make property investment appealing. Put together they continue to reinforce a bullish outlook for property investment.

Join our team online for this important, FREE and time-sensitive event on June 20th at 7.30pm AEST

If you have questions about your specific circumstances or dont want to wait, we invite you to book a complimentary no-obligation appointment with one of our team.

Follow the below link to secure a time that is convenient to you for a 45-minute initial review with a Finwell Group Senior Consultant:

BOOK HERE

You can also email us at better@finwellgroup.com.au or call (03) 9017 3235.

For your convenience, this workshop will be run online via Zoom.

If you do register AND attend you’ll go into the draw to win $500 cash and every person who attends will receive an initial review consultation valued at $250. You must attend to receive these offers and go into the draw.

Workshops Registration