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It’s time to get clear about what you’re working towards.

Join our interactive three-part series, as experts discuss goal setting and budgeting, investment considerations and wealth protection.

You’ll learn how to create your own financial roadmap—a critical step to help achieve your long-term goals.

Webinar 1: Planning ahead - What is really important to you?

Understand your spending and build a roadmap of actions

Date: Thursday, 12th August

Time: 12pm - 12.45pm 

Webinar 2: Building for the future 

Align your goals and investment profile, consider investments inside and outside of super

Date: Thursday, 19th August

Time: 12pm - 12.45pm 

Webinar 3: Protecting your wealth - What are your estate planning goals?

Have you spoken to your family about your plans?

Date: Thursday, 26th August

Time: 12pm - 12.45pm 


In preparation for your session – Please download our essential workbook ‘How to plan your finances in a changing world’ from this link https://www.plum.com.au/financial-workbook

We will have a recording of the sessions sent to you.