Are your personal finances a bit all over the shop? Maybe you're going along okay, but keep meaning to start saving for real? Or combining those multiple Super accounts? Perhaps you know you're paying a lot in bank fees but not really sure how to fix it?

Personal Finance can be a stressful topic - an estimated 2.44 million Australians experience financial stress, and this can often stem from low financial literacy or low financial confidence.

Take a deep breath.

Your teacher Scott absolutely understands. Scott has a solid background in finance, and continues to work as a certified and experienced financial planner, helping clients and community improve their financial wellbeing across all stages of life.

Scott's workshops usually cover a specific topic: Superannuation, Cash Flow, Investing. However in this class he's touching on all of the important topics so you can reboot your personal finances.

So come and get the lowdown, and foster a more proactive and informed approach to your money and financial wellbeing.

What will we cover?

During this interactive class we will explore different areas of personal finance, including:

Cash flow awareness and spending habits
Superannuation and Retirement - current financial decisions for a strong retirement with common terminology without the jargon and key things to check about a fund
Investing - demystifying options, including as part of your Super account

Accessibility

Closed Captions
Discounted Early Bird Tickets
Free Tickets for First Nation Attendees
Auslan Interpreters Upon Request

Who will be teaching?

Scott has been in the financial services industry since 2000. Prior to starting Money Mechanics he was the Senior Financial Planner for a national firm. He is an Authorised Representative (ASIC No. 262368) of Infocus Securities Australia AFSL and Australian Credit Licence No. 236523 which is a non bank and institutional aligned licensee and has been awarded the internationally recognised Certified Financial Planner® (CFP) certification.

Scott is passionate about financial literacy and education and has been teaching Financial Planning and Money topics since 2007. He is a true believer in ‘practising what you preach’, which includes investing in the property and share markets, having a Self Managed Super Fund, and also enjoying a work-life balance! Scott believes that everyone should try to spend time enjoying the best of career advancement and work life as well as their family life!

Important info:

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Image by Charles Thompson from Pixabay

Any questions or other accessibility requests? Feel free to email Maddy (she/her) at melbourne@lanewaylearning.com.