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EQUIS Seminars

At EQUIS our belief is that it is never too late, or too early to make smart decisions about money.

With this in mind we have created our seminars to:

  • Get the right education to start with- Know more about money and how it works before you invest in a Financial Health check or Plan
  • Save time and money by knowing the right questions to ask – Demystify the jargon to help you choose the right Financial Planner for you

To learn more and register, click on one of the seminars below.

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  • Smart Business - strategies to improve your bottom line NOW

    Smart Business - strategies to improve your bottom line NOW
    • Price
      $37.00
    • Items
      Seats

    Preview

    Smart Business - strategies to improve your bottom line NOW

    Select a Workshop

    Location:

    Conference Room, Twenty 8, 2/26 Premier Circuit, Warana QLD 4575

    Time:

    10-12am

    Date:

    9th January 2018

    Business Smart – helping YOU understand YOUR numbers

     Ideal for start-ups or small to medium business owners who are keen to better understand their financial situation, improve ongoing cashflow and source potential financial opportunities.  As business owners you generally spend more time ‘in’ your business and not enough time ‘on’ your business, so the opportunity to learn the business lifecycle – from start-up to expansion through to understanding financial statements, breakeven and profit projections, forecasting, and cash-flow is crucial to enhance your productivity, and ultimately maximise your bottom line.


    Overview

    Business Smart – helping YOU understand YOUR numbers

     Ideal for start-ups or small to medium business owners who are keen to better understand their financial situation, improve ongoing cashflow and source potential financial opportunities.  As business owners you generally spend more time ‘in’ your business and not enough time ‘on’ your business, so the opportunity to learn the business lifecycle – from start-up to expansion through to understanding financial statements, breakeven and profit projections, forecasting, and cash-flow is crucial to enhance your productivity, and ultimately maximise your bottom line.


    Living Smart Seminar Jan 18 Living Smart Seminar Jan 18 (237 KB)

    Topics we will cover include:

    • Our economic world today – relevant & timely overview & what this means to you
    • Good financial management strategies & how to easily implement without impacting on your current lifestyle
    • Cashflow – budgeting hacks the experts use, how to free up your money
    • Debt Management - reduction & recycling strategies – understanding your mortgage, credit cards and how to pay them off earlier
    • Making your money from investments – shares, property and cash topics covering important information ie. Investment comparisons, risk profiles, asset classes, fees & charges, their tax situation etc.
    • Take aim – setting realistic targets to achieve your financial goals
    • Superannuation – what is it, and do you really need it?
    • Asset protection in the spotlight – what is it all about?  Is it relevant to you.
    • What next?  How to start investing regardless of what stage in life you are at or where you want to invest your monies.
    • Smart questions  – an overview of the ‘frequently asked questions’ - answered.

    Video Introduction

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

Jodie McIver is to money what Cyndi O'Meara is to food! Passionate, intelligent, articulate and incredibly different to anyone else in her industry. Financial understanding is something we all need - crave - but often get put off by the constant jargon, fear of not being good enough or having enough to matter. Jodie McIver makes money your friend a..more
- Kim & Danny Morrison, Sunshine Coast