On Tuesday 29 March, Treasurer Josh Frydenberg handed down the 2022 Federal Budget, which was eagerly awaited given the impact it could have on the forthcoming election outcome. The Treasurer
Principal Margaret Munetsi led the debut webinar Financial Literacy 101 to outline the financial journey that CountPlus One presenters will lead you on through the monthly webinars.
Margaret is passionate about educating women in particular, because they ‘have a large sphere of influence’- as a mother, a spouse, a sister or daughter, women can touch many aspects of the lives of so many people professionally and their home lives.
In her debut presentation Margaret sought to provide an
Here’s a brief recap of Margaret’s presentation. If you want to learn more, or missed the session and would like a recording, email [email protected].
Women in Focus will cover the following key areas:
Margaret kicked things off speaking about Milestones and life events we will all face, and how CountPlus One addresses each from a financial planning and tax planning perspective.
This includes exploring the key tools such as superannuation, cashflow management, legacies and estate planning, insurance, etc.
The key is that each CountPlus One presenter, a specialist in the field they are discussing, will break down technical information to make it clear and digestible for the audience. They will also embrace technology and real-life examples through case studies to keep it real and relevant.
Margaret stressed that it’s not just about women – men are most welcome to join the discussion. Her examples during the discussion highlighted the importance of the men in her life over the years.
CountPlus One wants the audience to appreciate what “peace of mind” entails and how important it is to connect with your advisor, whoever that may be.
How do we grow wealth as we age; there are different stages of life from growth to establishment to pre and post retirement, and in between.
For more on Margaret’s webinar, to ask questions relating to your personal situation, or to request the recording of this session, email [email protected].