Making Your Denarius Count - A Personal Finance Workshop

This one-day workshop gives an overall view of financial planning in simple layman's terms. And you will discover that the logical and comprehensive approach towards your personal finance is not difficult.

Summary of The Content.

There are 3 parts:
- Self-Profiling - an assessment to help you understand your situation better and identify the areas that are in need of attention.

- Understanding insurance, retirement, investments, tax/debt structuring and estate planning, and their relationship.

- Budgeting and Managing Cashflow - why having a budget may not be enough.

Fees:
$125 per participant
$200 per couple

Participant/couple may come with up to two children aged between 13 and 18 for free.

The fees includes a personal financial planning guide (title: Making Your Denarius Count), self-profiling template and budgeting & cashflow management spreadsheet in excel per participant or couple, and light refreshments for all attendees.

Contact for registration & payment or if you have any questions:
Albert Kwok
Tel: 021-1466930
Email: ak@stedfastadvisory.com

The Good News
If you are aged 55 and above, living or working in Manurewa, you may apply for the Manurewa Life Long Learning Funding from Aged Concern Manukau to cover your costs of attending the workshop. You may email me for the application form. Dateline for application is 25 February 2019.