Right People, Right Money, Right Time
In this masterclass, we journey along our loved ones’ financial life to identify the different financial and life challenges faced along the way. Chartered Financial Planner, Ben Rogers will share stories and solutions that can make a massive financial and emotional impact for your loved ones both now and in the future whilst potentially saving large amounts of tax along the way.
Addressing friction points such as childcare, mortgages, private education, university fees and retirement planning, the focus will be on ensuring you get the right money to the right people at the right time to maximise impact.
Our expert financial planner will also present new ideas on how to turbocharge your gifting by leveraging the tax man and, in some cases, achieving 100% tax relief on your gifting strategies.
Itinerary
Arrival, food and drink – 30 mins
Masterclass – 1 hour 15 mins
Finish
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