Finance

Part 1 – In the first part of Finance 101, we’ll explore the basics of budgeting, how to harness money into savings, and how to set up an easy transition into retirement. Our expert will guide on good money management tips and techniques to make organising finances more stress free. 

Part 2 – In part 2 of Finance 101, we’ll discuss two particularly important tools for managing money - insurance and borrowing. We will go through 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. With a deeper understanding the aim is attendees will be better equipped for future infomed decisions.

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.

Buying a first home is one of the biggest investments anyone will make in their lifetime, but the process of getting a mortgage can be daunting to many first-time buyers. In this session our expert guides through the key steps to getting mortgage ready, helping attendees understand the process and steps involved in getting approved first time round, and onto the property ladder.

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. At this session our expert focuses on the importance of managing money well and how to build a financial safety net to protect for the future.

Next in the series is an insightful seminar on planning for retirement. Our expert will go through the important steps to consider now to set up for an easier path to a comfortable retirement in the years to come.

In this seminar we’ll explore the importance of establishing a good money mindset when it comes to spending with lots of useful tips and advice for being more conscious and aware of our spending habits and how to spot and avoid overspending.