Our 5 part Financial Wellness video series is designed to build and maintain your financial knowledge.
It’s perfect for anyone starting out on their financial journey and wants to build knowledge.
Are you financially ‘healthy’?
In this 1 minute video, TAG Partner and presenter Michelle Griffiths talks about how you can benefit from this webinar series.
Michelle Griffiths shares her tools and tips on how you can build and maintain your financial wellbeing.
Session 1 – Maximising Your Super
Watch time: 33mins
– Why focus on Super? And the importance of time
– Strategies to think about
– Contribution rules and how to take advantage
– Ways to help your partner
– Downsizing contributions
Session 2 – Budgeting and savings
Watch time: 25 mins
– What is your drive for budgeting/saving?
– Where to start with budgeting
– Understanding your financial framework
– Strategies to think about
Session 3 – Tips to control your debt
Watch time: 45 mins
– The difference between good debt vs bad debt
– Different types of loans
– Tips to be in control of your debt
– What is borrowing to invest
– Tips on purchasing your first home – what the banks look for and first home buyers concessions.
Session 4 – Investing: what’s stopping you?
Watch time: 43 mins
– When is the right time to invest?
– What you need in order to invest
– Classic investing mistakes (and how to avoid them)
– Investing strategies
Session 5 – Six common financial mistakes (and how to avoid them)
Watch time: 40 mins
– How to make a plan (and act on it)
– How to tailor your plan to your financial personality
– Making the most of your superannuation
– Insurance – are you under insured?
Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2022. Please do not reproduce without the expressed written consent of the author.