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.