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As support to our program of seminars and workshops, EQUIS has created some simple models to help you to understand your own financial situation and to maximise your wealth.

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  • EQUIS Investment Planner

    EQUIS Investment Planner
    • Price
      $0.00
    • Items
      Seats

    Preview

    EQUIS Investment Planner
    EQUIS Investment Planner
    EQUIS Investment Planner

    Select a Workshop

    Location:



    Time:



    Date:


    Our Savings and Investment Planner will help you to analyse your investments in terms of asset class mix, and to see the impact of a change in your rate of return, or your saving rate. It can also be useful in your financial goal-setting by enabling you to see what is required now to achieve a particular result in a given timeframe.  

    EQUIS tools are:
    • Easy to use Excel based spreadsheets with great charts and graphs for easy reporting
    • Require no software to load or set up
    • Easy to download and should take less than 20 seconds

    Overview

    Our Savings and Investment Planner will help you to analyse your investments in terms of asset class mix, and to see the impact of a change in your rate of return, or your saving rate. It can also be useful in your financial goal-setting by enabling you to see what is required now to achieve a particular result in a given timeframe.  

    EQUIS tools are:
    • Easy to use Excel based spreadsheets with great charts and graphs for easy reporting
    • Require no software to load or set up
    • Easy to download and should take less than 20 seconds

    Video Introduction

    Select a date and click "Register Now" to attend.

I met Jodie and few years ago after attending one of her seminars. I have never come away from a finance seminar excited, but this one I did. I got it! Jodie has an art for taking the complex and often boring subject of finance, tax and investment, and turning it into a simple and exciting plan for your life. I could listen to Jodie for hours, and ..more
- Fleur Whelligan, Sunshine Coast