Financial Planning
Presented by Mariana Subasic, Advisor, Tribeca Financial
Plan for your future to enjoy your working life and retirement.
- The key to successful budgeting
- When and why to have a retirement plan in place
- The benefits of sorting your super
- Which insurances we all should have.
Will Planning
Presented by Malcolm Campbell, Principal of Nicholas O’Donohue and Co.
Learn the secrets to estate planning and how to protect your loved ones.
- The Importance of a Will
- When should you make a Will
- Lawyers Made Wills v Will Kits
- Role of Executor
- Testamentary Trusts
- Dying without a Will (Intestacy)
- Domestic (Non-Marital) Relationships in Wills
- Superannuation and Digital Assets
