SPEAKING

5 Steps to Financial Wellbeing

This 60 or 90-minute money session covers

5 pillars to financial wellbeing:

  • Mindset & behaviours
  • Cashflow management
  • Saving vs Investing
  • Working towards financial goals (using appropriate strategies to get there)
  • Wealth Protection

Participants will complete a Financial Wheel exercise to assess where they are currently at and assist in a financial focus for the next 3-12 months. Other tools and resources include a Net Wealth Calculator, budget spreadsheet and apps, a framework to start investing.

How To Manage Your Money to Reduce Financial Stress
Or Budgets don’t work but this does…

This 60-minute money session will cover
  • Tools and techniques to understand where your money goes
  • Strategies to manage and monitor your cashflow
  • Cost of living hacks – tips and apps to assist reducing essential living costs
  • Short-term vs long-term financial focus and strategies
  • Practical and emotional tools to reduce financial stress and increase financial wellbeing

You’ll be provided budget calculators and apps as well as mindful activities so participants can act on what they learn.

Financial Wellbeing for Women

This workshop is tailored to address the unique challenges women typically need to overcome
  • Pay gap – knowledge gap – confidence gap; how all of these lead to lower financial outcomes and net assets for women
  • Strategies to address these gaps: shifting from saving to investing
  • Learn investing concepts and how you can start investing with as little as $5
  • Understand strategies to maximise your super and retirement savings
  • Enhancing your relationship with money (that’s how you think, feel and act with money)

Participants will leave the session with actionable strategies to focus on the financial and emotional aspects of managing money well to obtain financial security and freedom.

Intro to Investing

This workshop can be a standalone 60 min session, or incorporated into a 90 min session.

Designed to move the mental blocks/ barriers to investing.

Busting the myths such as – you need to have a lot of money to invest, I’ll lose my money, investing in complex and requires expert advice. In this session I explore the foundations of share investing to guide participants to determine whether shares/ property are an appropriate strategy to consider as part of their wealth plan. I share step-by-step actions to select a broker, introduce ETFs (exchange traded funds) and provide resources such books, podcasts and research frameworks/templates that are simple and easy to action. Demonstrating that we are already investors through our super, and that you can start investing small – with as little as $5.

Also covered are risks vs returns and the importance of appropriate timeframes for any type of investing. Followed by Q&A to ensure no matter what level of investing your audience is at, that they receive valuable takeaway tips and knowledge.

CONTACT KAREN

Let Karen guide your audience through an inspiring exploration of what it means to truly live a wealthy life.

She aims to align herself with companies and brands that share her purpose of creating more financially empowered Australians, through education and money psychology.

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