Free

Expanding Value to Your Client

Event Information

Share this event

Date and Time

Location

Location

Waterman Business Centre

1341 Dandenong Road

Level 2, UL40

Chadstone, VIC 3148

Australia

View Map

Friends Who Are Going
Event description

Description

Join us for a thought-provoking discussion around increasing the value for your clients. Three brief sessions around Wills & Estates, Life Style Income and Financial Wellness.

Session 1:

Putting the puzzle together: Wills, Trusts and Superannuation

Most people know they need a Will, but they don’t realise they often need more than this. For even the most straightforward client, superannuation can be complex area, but those with additional structures and/or
complicated families need an even greater level of care.

In this session we will explore what wholistic Estate Planning
looks like, why simply asking your clients “Do you have a Will?”
is not enough, and what do to about it.

Presenter: Jessica Amberley is a Principal lawyer at Legal Essentials. She has worked exclusively in the area of Estate Planning for the past 15 years.

Session 2:

Creating a Lifestyle Income From Trading

As a financial advisor who is committed to the prosperity and financial success of your clients, you understand that multiple income streams; both active and
passive, create real wealth.

For decades, banks, hedge fund managers and large investors have made fortunes from forex (currency) trading.

With a focused education and support from a team of experienced traders and coaches, the opportunity to grow as little as $130 into a lifestyle income is now in the reach of smaller investors.

Our easy to follow, step by step full support program is helping every day investors create a growing active income stream.

In this session we will explore the opportunities in forex trading for smaller
investors to grow their investing fund, and the potential for their advisor help them to participate in larger investment opportunities.

Presentor: Ron Bentley is the Program Developer and Lead Coach at The Trading Coach
International, with 7 years as an Australian Taxation Office auditor and technical specialist, 14 years experience trading forex profitably and 12 years experience coaching successful traders.

Session 3:

ENGAGE WITH YOUR CLIENTS

A Fully Branded Wellness Program

+ Fully branded cloud based solution for all of your clients.

+ Promote products and services to clients.

+ Save time and money by always having access to your clients’ current up to date data.

Your financial wellness program
will help you educate, engage and connect with your clients anytime anywhere

Enhanced Group is here to improve the client experience within the wealth and property finance industries. Often, people don't seek advice because they think they need a lot of money and that some financial advisors only target high net worth clients. This not only leaves many hardworking Australians out in the cold without financial guidance, but it also means that they won't realise the full potential of their goals.

Presentor: Malcolm Williams

Share with friends

Date and Time

Location

Waterman Business Centre

1341 Dandenong Road

Level 2, UL40

Chadstone, VIC 3148

Australia

View Map

Save This Event

Event Saved