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Wed 28 Aug @ 6:00 pm - 8:00 pm

NSW | Networking Event | Sydney


NSW

New Year Financial Health Check – How do You Rate?

Speaker: Laura Donovan - Financial Adviser, Profile Financial Services

Book in for our Ideas After Dark Sydney Members Showcase Event.  This event offers the perfect solution to increasing your networking visibility, making connections and collaborations after work.  We guarantee it will be lots of fun and an effective way to create an abundance of new business connections in a supportive and dynamic environment.  Proudly sponsored by Profile Financial Services.

We start off with delicious canapés and drinks on arrival so don’t be late because you’ll need to fuel up for your networking workout.

The new financial year is here so why not take the opportunity to set some new goals. A Financial Health Check is a healthy way to reflect on the year that was, then use this insight to start planning your year ahead. It is also a reminder to protect your business in the event something unexpected happens. So why not take stock of where you are; what you’ve achieved and where you can improve.

Financial planning is an ever-changing landscape and we are all responsible for ensuring our finances are as ‘healthy’ as can be! This session is designed to educate and empower you by take the first step in understanding strategies available and protection measures required to put you in the best position possible of achieving your dreams.

A Financial Health Check is a great way to check in, take a few minutes and reflect on the year that was, then use this insight to start planning your (financial) year ahead.

About Laura Donovan:

WNA member Laura Donovan is a Financial Adviser, and ensures people understand the choices available to them through the advice process.  Laura holds a Master of Financial Planning and an Advanced Diploma in Financial Services (Accounting). She is also a member of the Financial Planning Association of Australia.

About Profile Financial Services:

Profile Financial Services (PFS) are a boutique firm of financial and investment strategists, with a long history of helping their clients develop and act on plans to achieve their financial goals – giving them peace of mind and confidence in the future.

They are 100% owned by staff, with no ownership or licensing ties to any other financial institution, PFS have complete control over their offering to you. Their financial planners are experienced and highly qualified, and have recently been independently recognised as among the most trusted advisers in Australia.  (Beddoes Institute Survey 2017).

Special Diets:  Special dietary requirements are to be indicated where asked on the trybooking form.  Due to event policy we are required to give 3 working days notice prior to this event for special diets that are to be served on the day. We apologise that we cannot guarantee any special diet bookings received after this time.
To discuss further contact us on T: 1800 052 476.

Tickets:  Members Early Bird: $39 (up to 12 August) |  Members general: $49.00 | Visitors: $79.00
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now and book at the member rate.

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