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 out for when considering each of these areas including some tips, traps and ideas to help women today get ahead. Hosted by : Director of […]

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 make the most of it – especially women. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

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 : Director of Business Concepts Group, Financial Planner and Accountant

WIF_4: Women in Business

Many women these days have got great ideas which they develop into a business. Many of these business started while mothers are at home raising their families. But before starting a business, there are many important things to consider. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_5: Investing

Women tend to take less risks than men when it comes to investing. Generally, they are also more willing to take advice and be educated with their investing. This episode discusses the various principles of investing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_6: Estate Planning

Estate Planning plays an important part in financial planning for both men and women, but this applies most especially for women. This episode discusses the significance of estate planning for women and various required documentation that needs completing and reviewing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_7: Debt Management

The importance of debt management will be discussed in this episode, including the two main types of debt in Australia and the need to seek advice before borrowing in regards to structure and whose name the debt is assigned to. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

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 tips in each area to help get started. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

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. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

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 : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

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 : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 4: Business Basics

Strategies for efficiently maintaining accuracy in the business for compliance and for consistency to move the business further. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

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 : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 6: Risk Management

Proactive steps to protect the value of your business through Risk Management. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 7: Business Structures

Important considerations to make in choosing the right structure for your business. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 8: Succession Planning

Whether close to retirement or not, your business should always be ready for any unforeseen events. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 9: Superannuation

How Superannuation fits into a business structure. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

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 : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

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