Health Professionals - Wealth Creation Series

Add to Calendar

Wed, Aug. 30, 2017 6:00pm — 8:00pm

Location: Hood Sweeney, Level 3, 11-16 South Terrace, Adelaide

The Hood Sweeney Health Team are hosting series of finance information presentations for health practitioners.

The presentations are aimed to arm you with the knowledge to plan for and achieve your financial goals with the peace of mind knowing you are making the most of what you earn.   

Presentation 1

Wednesday,30 August 2017

Self-managed Super Funds and the biggest changes to Super in 10 years

Are you really in control of your self-managed super fund?
Or, thinking about starting one?

A self-managed super fund offers unmatched flexibility and control of your wealth…but you have to know what you’re doing. Even if you’re not a fiscal genius it can still work for you.

We have been working alongside our clients to manage their SMSFs for more than 15 years. We aim to empower you with self-determination coupled with expert guidance.

Our SMSF presentation informs you on how to optimise your position in light of the biggest changes to Super since 2007. It covers how you can structure investments in an increasingly complex financial environment and make your fund work for you.

Presentation 2

Wednesday, 20 September 2017

Wealth Creation - It's never too late to maximise your wealth potential

Get wealthy slowly and methodically.... How to make your money work for you (instead of the other way around).

Hood Sweeney creates systematic and simple plans that are tailored to your financial goals.

It doesn’t matter if you are 30 and at the beginning of your career or 50 plus with more sophisticated financial needs and structures.

Some of the topics covered:

  • Minimising your tax and wealth structures
  • How to run your personal finances like a business
  • Budgeting and how best to use your surplus income
  • What do you need to know about debt, investments and superannuation
  • Tips and Challenges a case study.

A light supper and refreshments will be provided, please let us know of any special dietary requirements.

Please click here to register your attendance.

Join our Health Team Leaders Adrian Zoppa, Director, Lisa Hickey, Director and Mark Mullins, Associate Director & Life Risk Specialist as they take you through these Financial Seminar forums.

It is our intention that you leave the session feeling:

  • Informed
  • Empowered
  • Peace of Mind
  • De-stressed
  • Motivated

We aim to simplify the complexity of running your personal finances and provide you with the peace of mind that you are making the most of what you earn and own.

Additional Dates for this Event

Back to Events