Financial Seminar Series

Finance 101 Part 1 Budgeting, Savings & Retiring 

In the first part of Finance 101, Kel will bring us through the basics of budgeting, how to harness your money into savings, and how to set yourself up for an easy transition into retirement. Using her expertise, Kel will guide us on good money management tips and techniques you can apply to make organising your finances more stress free. 

Finance 101 Part 2 - Insurance & Borrowing 

In part 2 of Finance 101, Kel will be discussing us two particularly important tools for managing money - insurance and borrowing.  Kel will go through the how, why and when we should use these products and the pros and cons of some of the most common types of insurance and borrowing available. The seminar aims to give you a deeper understanding of insurance and borrowing, which could potentially save you a lot of money in the long run. 

How to Future Proof Your Life 

Financial planning helps us to map out life and plan for the key milestones along the way. It allows us to enjoy life while keeping a close eye on our future. Good money management is an important part of this, it is a skill that we all can learn and hone over time to help us on this journey allowing us to reach our goals and build a safe and secure future for ourselves. 

Your First Time - Get Mortgage Ready  

Buying your first home is one of the biggest investments you will make in life, but the process of getting a mortgage can be daunting to many first-time buyers. Join Kel in this seminar as guides us through the key steps to getting mortgage ready, helping us understand the process and steps involved in getting approved first-time round, and onto the property ladder. 

Your Money Life Jacket 

Sometimes life throws us a curve ball, and things can happen that are beyond our control. Having layers of financial protection in place for these unforeseen events is really important. Join Kel in this seminar focused on the importance of managing your money well and learn how to build a financial safety net to protect yourself and your family for the future. 

Help! I Can't Stop Spending 

In this seminar Kel will take us through the importance of establishing a good money mindset when it comes to spending and give us lots of useful tips and advice for being more conscious and aware of our spending habits and how to spot and avoid overspending. 

Are you Ready for Retirement? 

Join Kel in this insightful seminar on planning for Retirement. Kel will go through all the important steps to take to put the work in now, so that you can set yourself up for an easy, stress free and comfortable retirement in the years to come.