On Wednesday we had another successful information evening at our Geelong premise on ‘Common Sense Investing’. It was a great night covering different areas of sensible investing and the explanation of key concepts.
This is something we do for free to help encourage people to understand investing. It’s part of our approach to be an ‘Investment Education Centre’.
David Ramsay usually takes these seminars and is a great speaker. I might be biased but the feedback we have had over the years is that most people would agree. If you don’t know David, his presenter profile and background sums it up pretty well;
David Ramsay is the Founder, CEO and Principal Financial Planner of Income Solutions. He is a Certified Financial Planner (CFP) and has over 20 years experience in the Financial Planning industry.
In 1987 David founded Income Solutions. The company has grown to a leading financial planning practice with offices in Geelong and Melbourne. Income Solutions has grown substantially over the years and are now number one financial planning business in Victoria within the Garvan Financial Planning licensee network.
David draws on his experience in the financial planning industry to deliver insight and a practical message that can be tailored to suit businesses or individuals.
David’s approach is simple – to make sure his clients have a passive income that will allow them to enjoy the lifestyle of their choice.
David has conducted countless presentations over the years and is passionate about delivering knowledge that helps people make the right financial decisions to allow them to achieve their dreams.
The seminars on ‘Common Sense Investing’ are held in Melbourne and Geelong. You’re welcome to come along! It’s free as well!
In the coming year we hope to hold other information evenings across different topics like retirement planning, estate planning, taxation, superannuation, debt management and wealth creation for the general public. If you are interested in please send me an email to [email protected].
In the past we have organised for leading economist to lifestyle speakers to present to our Income Solutions clients. In my role as Marketing Manager I help organise these events and really enjoy it because I know it impacts people in a positive way.
