Reframe Your Thinking for Personal Financial Clarity and Success – Webinar

After nearly two years of dealing with COVID, it’s now time for senior executives to…

Reframe Your Thinking for Personal Financial Clarity and Success

IPAA Queensland is pleased to host Reframe your thinking for personal financial clarity and success, a webinar in partnership with MGD Wealth and supported by QSuper.

Designed for senior executives, the webinar will provide insight into the benefits of building a personal financial decision-making model to help you achieve and maintain financial success. It’s about reframing your thinking around your personal finances and understanding a methodology that can help you make sound decisions that will positively lift your financial trajectory and your life. It is not about one investment or another.

Concepts and issues that will be explored include:

  • Understanding your goals for building your personal balance sheet with purpose
  • The building blocks of wealth and how to integrate lifestyle and investment strategies
  • Options for the deployment of surplus cashflow to increase or reduce debt, build superannuation or non-superannuation portfolios, or enjoy more lifestyle spending and how options compare
  • Calculating when you will achieve financial independence and therefore your capacity to help your family or others in your lifetime or via your estate
  • The point you can afford to retire or transition to other roles to increase work/life balance
  • The level of portfolio risk you need to take to achieve lifetime needs and goals
  • How good advice can make a significant difference to your level of financial success.

Speakers:

Richard Marsden – Director, International and Executive, MGD Wealth

Richard works closely with professionals, executives, Australian expatriates, and business owners, both Australian-based and international, helping them navigate the complex Australian tax, legal, and investment framework. He is passionate about sharing his knowledge and experience so Australians can achieve optimal outcomes for tax effectiveness, asset protection, and wealth management. Richard strongly advocates people using a goals-based decision-making framework to build strong and resilient personal balance sheets that can be deployed to meet life needs and aspirations.

Alec Berry – Client Adviser, Executive and Aviation, MGD Wealth

Alec brings a dynamic vision to the MGD team with his passion for providing financial advice to executives, professionals, and business owners, helping them build their wealth and project managing all aspects of their personal finances. Using financial modelling, Alec has built a strong reputation for his meticulous approach in developing financial solutions tailored to each client and engaging with clients to ensure complete clarity and understanding.

Welcome provided by Jason Kelly, Senior Manager Queensland Government, Employer & Business Development, QSuper

What others have to say –

Having spent the last three decades as a very busy senior executive in the health and the higher education sectors, it has been very obvious to me that I needed the relevant experts to assist me to fulfil my various roles. This was even more so in my personal life where I soon realised that I couldn’t just ignore my superannuation and other investment strategies just because I didn’t really have the time, nor the expertise. I did what I did in my work life and sought out expert help. My wife and I are now looking forward to a very comfortable retirement – thanks Richard and team. Professor Emeritus and Dr Robert Stable AM, former Director General of Health and former Vice Chancellor and President, Bond University (November 2021)

Thank you so much for your superb presentation to our team. We all agreed how engaging you guys are and your presentation was very insightful. We all realised how we all need to spend more time putting our financial goals down and having a plan! Thank you once again. Executive Manager, Commercial Banking, Brisbane (October 2021)

Details:

Date: Thursday, 9 December 2021

Time: 12:30 pm – 1:15 pm

Via Zoom; link will be provided closer to the date.

Registration is complimentary thanks to our partner MGD Wealth!