60 minutes makes a lifetime of difference

Many people are deeply concerned about money – and want to know how to grow it, protect it, and make more of it. Research tells us that most Australians are worried about money, that more than 40% of baby boomer employees are not adequately prepared for retirement and that the resulting financial stress has a negative effect on employee productivity and longevity.

While some organisations rely on their superannuation fund provider to provide superannuation seminars, many well-known organisations have realised that this is not enough. “We realised our people needed help with money and finances”, said Damien, the HR Director of a professional services firm. “We realised that we needed to help our people with their real life issues, whether it’s how to fund their children’s education or planning for retirement or simply being smarter with their money.”  And Damien is not alone.  There is a growing trend among well-known companies doing more in this area.

Well-known organisations select financial advice presentations for their people so long as they offer impartial advice – often evidenced by having no ties to any product providers and a flat fee, no commissions approach. “Our number one consideration was the independence of the information and advice – we didn’t want anyone pushing their own barrow", said Damien.

How you could make a real difference to your employees’ financial wellbeing and lifestyle? 

If you would like to engage your employees financial seminars offering impartial advice on a range of relevant topics is a great start. Multiforte Directors, Kate McCallum and Tony Clark, are financial experts each with more than 20 years financial services experience.  Regularly asked to present for organisations and conferences, they have featured in media including the Australian Financial Review and the Sydney Morning Herald. Importantly they meet the criteria many firms look for in service providers.

Select from their most popular keynote topics

• How we do it: strategies for financial success – identifying lessons learned from the global financial crisis, and exploring strategies to mitigate future losses and achieve improved, sustainable returns.
• Six ways women can be smart about money – exploring six ideas to help women take control of their finances and providing strategies designed for women to better navigate investing and life
• Smart strategies for gaining a financial head start – focuses on how to build wealth tax-effectively – regardless of assets or income – and takes audiences through smart ways to protect against financial risks
• Safe as houses: is it a good move to buy or invest in property – demonstrates our  5-step framework for effective property purchase decisions and discusses best practice property investing, offering insights into investment and taxation tips and traps.

Why do participants value these seminars?

• Objectivity and relevance of topics
• Insights into little-known information – demonstrated through real client case studies and supported with data and academic research
• Interactive and engaging presentation style.

Would you like to know how you can engage Multiforte into conducting a presentation at your organisation?

Visit the Multiforte website, or contact Multiforte today on 02 8209 1607 or kmccallum@multiforte.com.au