Education & Events
One of Income Solutions core values is knowledge. We have a quest to further our knowledge and the knowledge of our clients. Our specialist financial planners believe true wealth is the absence of financial worry, an income stream you won’t outlive and leaving a meaningful legacy to those whom you love. They want to help you achieve this by providing advice across a broad spectrum of services and tailored education programs suitable to all life stages.
Our Geelong office is a multilevel facility with client meeting rooms, boardroom and a purpose built 74 seat auditorium. We run monthly information sessions designed to educate and empower our clients to make informed financial decisions.
Join us in our purpose-built 74 seat auditorium for one of our upcoming events
Events
Common Sense Investing Information Evening
Join us at our next Common Sense Investing information evening to learn how to create a truly passive, tax-effective and ever-increasing income stream to fund your ideal lifestyle now and into the future.
This session will cover:
- What is wealth?
- How do we create wealth?
- Cash? Property? Or Shares?
- What causes volatility and what impact it has on your long term investment strategy?
- Ask the Financial Planner Q&A
Ready to KickStart your Financial Literacy?
Our Financial Planner Will Clark believes improving your financial literacy is one of the best investments you can make. In this presentation he walks you through five powerful yet simple steps – Earning, Saving, Investing, Protecting, and Spending – all aimed at boosting your financial knowledge and helping you take control of your financial future.
Webinars
Common Sense Investing Webinar
This is our most popular webinar and for good reason! We will help you understand the basics of financial planning so you can decide if it is right for you.
This webinar covers:
- What is wealth?
- How do we create wealth?
- Property? Shares? Or Cash?
- What causes volatilty and what impact it has on your long term investment strategy?
Common Sense Estate Planning Webinar
You work so hard your whole life to build a meaningful legacy for your family, have you ensured it is protected?
This webinar is presented by Coulter Legal and covers:
- What is Estate Planning?
- Why you should have a Will.
- Intestacy – what happens if you die without a Will?
- Enduring Powers of Attorney for legal, financial, medical and guardianship matters.
- Testamentary Trusts – do you need them in your Estate Planning?
- Capital Gains Tax on Estates – planning considerations.
- Estate Planning for your superannuation with a focus on Self Managed Superannuation Fund.