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5 Star Money Management Programme

This 5 week programme is designed to provide you with practical tips and insights towards improving your financial skills and behaviours. It provides helpful tips on the 5 financial areas that most often impact upon the ‘typical PAYE employee’. It will also alert you on things to look out for, the so-called ‘traps for the unwary’. The topics covered include:

  • Better Budgeting: Improved budgeting for individuals and households, analysing our spending on certain items, identifying over-runs, and the importance of financial goal setting.

  • Borrowing Blues: Mortgages and borrowing for big ticket items, managing our long-term debts, new rules around deposits, affordability issues, rates and loan terms.

  • Saving for the Rainy Day: Saving, investing, wealth accumulation, researching the marketplace, suitability of investments, risk considerations and diversification.

  • Securing and Safeguarding: Protecting our income, our health, our lives; types, costs and levels of insurance; stay at home partners.

  • Retiring Gracefully: Optimising the tax breaks, realism regarding adequacy, the investment piece, knowing our options and entitlements, and the post retirement years.

Who: Financial Advisor, Brendan Bartley will deliver this programme.

When: The programme will begin with the first seminar on Thursday April 20th at 10:00. Duration will be 35-40 minutes with Q&A afterwards.

Do I Need to Sign Up? Yes, sign up now via the booking form below.

Registration 

Please note, if the slots have already been booked you can click on “Wait” to sign up for a wait list. Meaning that you have no booking but are on a waiting list for the event if there is a cancellation.

If there is a “Sold” button or blank space instead of the book button this means both the available slots and the wait list slots have been taken.

If you receive an error message, this means multiple people are trying to book for the same time slot. Refresh the page and repeat the booking process to confirm your booking.

 
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