NCWQ Empowerment Series - Taking Control of your Financial Independence

Empowerment Series
"Empowering Women Through Financial Independence”

Welcome to our 2021 Empowerment Series! We want to empower women by providing you with knowledge and information to start your journey to financial independence. Each session, we will learn from an expert in their specific industry, but YOU get to send in your questions prior to the event so that you can get the most out of your attendance.

Taking Control of your Financial Independence

Financial independence - what does it actually mean? How do you get started? 

In this session, NCWQ is bringing together three experts in different fields to discuss what financial independence looks like, and how to start those conversations. We are delving into the commonly asked questions in this session and giving out some practical tips on taking control:

1. What does financial wellness really mean?
2. Are there any tax strategies you can implement?
3. What could a succession plan look like?
4. Can you protect your assets?
5. Do I really need to bother with wills?
6. Is tax the only deciding factor?
7. How do I start investing?

To take us through these issues, we are excited to welcome back three of our past presenters to round out the year. Caroline Snow, NCWQ’s vice president, will host a panel discussion with our experts across three areas in which women can gain an understanding and start (or continue) their journey to financial independence. Our speakers will be:

1. Jade Duncan - an estate planning lawyer with Clinton Mohr Lawyers
2. Rhiannan Smit - a financial adviser of the Shadforth Financial Group
3. Ramona McGregor - a specialist tax advisor from Pilot Partners

To ensure this is beneficial to our members and friends, we invite you to submit any questions you

may have around any of the above topics or fields of expertise. Our panel will tailor their content around what

you want to hear and discuss. So use this opportunity to optimise your learning! Questions can be submitted during

the booking process.

Details

Date: Thursday, 25 November 2021

Attendance - In Person: 

• Price: FREE!
• Venue: Dentons, Level 25, 10 Eagle Street, Brisbane CBD
• Time: 5:15pm for a 5:45pm start. Networking from 6:45pm.
  

Attendance - Online: 

• Price: FREE!
• Via Zoom
• Time: 5:45pm to 6:45pm.
  

Tickets strictly limited - book now! 

Enquiries

For enquiries contact events@ncwq.org.au 

Memberships of NCWQ start at $24 per year - join here.

About the MC

Caroline Snow is an experienced corporate adviser to regulated entities including property and mortgage fund managers, listed and unlisted managed investment schemes, financial services clients and activist securityholders. This diverse corporate experience uniquely places her to practical out of the box advice and strategy in relation to their compliance and regulatory requirements.

She has extensive experience in assisting entities operate in highly regulated environments including financial services, the disability sector, resources, technology registered charities and education. Caroline is involved in numerous organisations, including:

Member, Queensland Law Society, Women Lawyers Association of Queensland
Executive Officer, Speech and Language Development Australia
Vice President, National Council of Women of Queensland Inc

About the Panel Members

Jade Duncan is an estate planning lawyer with Clinton Mohr Lawyers, based in Fortitude Valley. Jade was admitted to practice in Queensland and gained invaluable experience in her early career working for an industry disruptor leveraging technology to deliver estate planning and associated legal services to thousands of users.

Jade has assisted clients ranging from young singles with minimal assets to large businesses. Jade enjoys working collaboratively with clients and their advisers to implement estate planning, succession and asset protection strategies tailored to her clients’ specific concerns.

Outside of the law, Jade is passionate about indulging her creative side through dressmaking and design.

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Rhiannan Smit is a Private Client Adviser of the Shadforth Financial Group Brisbane office. Rhiannan holds a Bachelor of Business, majoring in Financial Planning and Accounting from the University of the Sunshine Coast and is currently completing her Certified Financial Planner (CFP) designation. She is also a member of the Financial Planning Association of Australia (FPA).

Rhiannan began her career with Kilkenny Rose & Associates, a boutique wealth management firm that became part of the merger to create Shadforth Financial Group. Rhiannan has been with Kilkenny Rose & Associates and Shadforth Financial Group for 7 years and in the industry for over 11 years.

With a key focus on the client’s goals and objectives, Rhiannan draws on her specialised knowledge in cashflow, debt management, wealth creation and protection, superannuation and retirement planning to develop a tailored financial plan. She is very passionate about educating her clients and empowering them to make smarter, more informed financial decisions

Away from work, Rhiannan treasures time spent with family and friends as well as seeking out new weekend getaways with her husband.

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Ramona McGregor helps clients navigate the complex taxation system in Australia, whilst ensuring the wider context outside of tax is not forgotten in the process.

Ramona specialises in Australian taxation laws, and her expertise extends across all facets of federal taxation. She is skilled at assisting clients with complicated tax issues and problems, and  helps guide them through the challenges they may face. This is particularly true in the complex international tax arena, where Ramona frequently assists businesses and individuals in managing their cross-border taxation issues in Australia.

Whilst Ramona specialises in taxation, her extensive business advisory knowledge and expertise also ensures she considers the broader environment that clients operate in, to provide a more holistic advisory service. She works with clients to understand the wider context and considers factors outside of taxation, which allows for better decision-making and risk assessments.

In her spare time, Ramona is the Treasurer of NCWQ, and enjoys lazing around the house with her cats, playing boards games with friends, and rock climbing with her husband.

NCWQ Empowerment Series

"Empowering Women Through Financial Independence”

Welcome to our 2021 Empowerment series. We want to empower women by arming them with information, knowledge, and providing the opportunity to network with other like-minded people. Come take your first step to becoming financially independent. This series will be held every second month in 2021, and is open to all members and friends of NCWQ. We are providing these sessions both physically in the Brisbane CBD and online:

• In-person: this provides an opportunity for the amazing women in our network to come share their stories, insights and knowledge, and also provide members and friends of NCWQ an opportunity to mingle and network. Come meet us, have a chat, expand your network and learn something along the way!
• Online: this provides an opportunity for everyone to join us, no matter where you are. Queensland is a large state and we are making full use of technology for all our members and friends from near and far!