Lunch & Learn: How to Declutter your Finances.
If you ever say to yourself:
"My Money is all over the place" or "I probably should get my finances in order",
Then join us for a free Lunch & Learn session where we'll help show you how to declutter your finances.'
We noticed that the people we help are struggling with managing their money. Today, money management is more confusing and complex than ever before and it's only getting harder. In a world of multiple bank accounts, credit card(s), mortgages, investments and stored documents in a filing cabinet somewhere its no wonder we struggle to keep on top of it all.
What you will learn from this session
- How the right tools can allow you to view live information across all of your bank accounts, credit cards, mortgages, superannuation, investments & properties all in one platform.
- Budget Baby! Track transactions across all of your accounts to see a holistic view of your spending habits and set a personalised budget.
- From there you can set live goals that are linked to your accounts, whether it's saving for a deposit for a house, putting money away for the kids or reducing debt.
- You can stop worrying about your money and start the epic life that you want.
About your facilitators: Elena Omidzadeh and Michael Sik
Elena is a Wealth Portal guru at FinPeak Advisers, and like yourself, has far more interests in life than worrying about her finances. She cares about using money as a tool to do the things in life that are important to her. "It's simple. Once you know your spending habits, you can structure a budget and plan so you don't have to hit pause on doing what you love." But without being aware of what money is coming in and out on the day to day, money will limit your lifestyle.
Michael Sik is a financial adviser and founder of FinPeak Advisers. He noticed in the financial planning space there was a 'cookie-cutter' pattern to advice. FinPeak was built to deliver tailored advice that aligns with your values and lifestyle. We are given your story, we present choices and together we work through to a solution.
Note: By registering for this event you accept to be added to FinPeak Adviser's mailing list.