In reality each of us does our own financial planning and usually rather poorly. Sometimes we outsource some of it to a third party. Either way there are 4 fundamental insights we need to achieve our goals.

After this master-class in financial planning you will understand each of the 4 ‘secrets’ and how they mesh together. You will be given the tools to take control of your family’s future and stop worrying about the unknown. And, if you choose to use an adviser, determine whether the advice is in your best interests or theirs.

Paul Resnik has been in the financial services industry since 1970. Processes and technology that he founded are now utilised in more than a dozen countries. Paul is something of a legend – a contrarian with very practical but often unsettling insights that challenge how the industry operates.

We will leave plenty of time for those in the industry to counter attack (otherwise known as question time!).

Hope you can make it, Cheers, Toby

Wed July 2nd, 12:30-2:00, Price $55 (includes lunch)

Union, University & Schools Club, 25 Bent St.
(Dress Code at Club: Business Casual, no denim or sportswear)

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