Borrowing, Budgeting and Future Planning

This course is suitable for people from all generations who are interested in securing finances within or outside of the family setting. Whether you're a school leaver, tertiary student, young adult, a members of the sandwich generation or a retiree you will learn how to improve your financial health.

Guest Speaker Andrew Mortimer has been working in financial services for almost 16 years and is returning to Kenvale College for another informative finance workshop that focuses on borrowing, budgeting and planning ahead. He has worked as a bank manager, home lending manager, and in his current role works as a Senior Product Manager for one of Australia’s largest profit for members’ superannuation funds. Whether you’re trying to get on top of your savings, want to get a foothold in the property market, or are looking to invest for the future, Andrew will be providing tips and information for you and there will be opportunities for Q & A.

Topics Covered
-Saving a deposit for a property - How your parents could help you secure a home loan
- Types of home loans available and how to go about accessing one
- Allocating funds for a car, holiday or something special
- Budgeting to make your money last till the next payday
- Investing in your future
- Superannuation, annuities, pensions

There will be a break during which refreshments will be provided and are included in the ticket price.

Tickets : $35 General Admission

$32 Early Bird booked by 25 March

Complimentary for Home & Lifestyle Gold Members
Date: Saturday 17th of April, 2021
Time: 10.00am – 1.00pm
Venue : Kenvale College Academic Building
38 High St Randwick, 2031
Getting There: The L2 UNSW High St light rail stop is in front of Kenvale College.

COVID-19 Safety NSW Health guidelines will be followed during
short courses.

Contact the host of Intergenerational Finance

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