WIF_1: Introduction

Introduction to all the financial issues concerning women to be discussed in this eight-part series. Episodes will feature topics such as Superannuation, Insurances, Investing, Estate Planning and what to look […]

WIF_2: Importance of Superannuation for Women

Looks at the importance of Superannuation to women. Superannuation is a major contribution to outcomes in financial future. Everyone has accumulated Super at some stage and everyone really needs to […]

WIF_3: Personal Insurances

Personal insurance is an essential part of overall financial health and can help ease the burden of looking after loved ones financially if something unexpected were to happen. Hosted by […]

WIF_8 : Quick Twenty Minute Financial Plan

A wrap up of everything from the previous episodes in a quick 20-minute financial plan. This quick 20-minute financial plan summarises everything women need to consider and also some quick […]

BDS 1: Introduction and Alignment

Overview of the Business Development Program with a focus on effective planning and review process that includes life goals, role in the business and the ultimate vision for the business. […]

BDS 2: Life Planning

A look at how life planning affects business people and the values that should be integrated into progressive business planning. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial […]

BDS 3: Role of the Business Owner

A reflection for business owners to examine their role and review what could or should be done to improve the business. Hosted by Chris Reed: Director of Business Concepts Group, […]

BDS 4: Business Basics

Strategies for efficiently maintaining accuracy in the business for compliance and for consistency to move the business further. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, […]

BDS 5: Business Growth, Profit and Value

The fundamental drivers of growing the value of the business along with a SWOT analysis to get a clear picture of where it is currently at. Hosted by Chris Reed: […]

BDS 6: Risk Management

Proactive steps to protect the value of your business through Risk Management. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and Sarah Power: […]

BDS 7: Business Structures

Important considerations to make in choosing the right structure for your business. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and Sarah Power: […]

BDS 8: Succession Planning

Whether close to retirement or not, your business should always be ready for any unforeseen events. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist […]

BDS 9: Superannuation

How Superannuation fits into a business structure. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and Sarah Power: Director of Business Concepts Group, […]

BDS 10: Key Indicators of an Underperforming Business

A business health check covering topics that will highlight areas that are going well and also show areas that need attention or improvement. Hosted by Chris Reed: Director of Business […]

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