The Smart Private Wealth team are dedicated to delivering more. We understand that engaging a financial planning team involves a lot of
research, understanding and trust.
That's why we are actively involved in pulling together learning resources to better equip you with the information you need to make
stronger decisions.
We believe the smarter we make our clients, the more connected they become to their finances. Our smartest, most informed clients are
the ones whose financial portfolios are performing best.
We're big advocates on sharing our knowledge, so you don't have to be a client of Smart Private Wealth to get the benefits of our
knowledge. We deliver high quality, in depth webinars, quick explainer videos and downloadable resources designed to provide you with a
clearer understanding of all the components within the financial planning process.
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Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This
webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and
secure your financial future.
ONLINE WEBINAR
27 July 2023 // 12:30-1:30pm
(ESG) considerations have become increasingly important for investors as they look to make investment decisions that align with their values
and have a positive impact on the world.
ONLINE WEBINAR
21 June 2023 // 12:30-1:30pm
Many people believe that if they have a valid Will they also have
an estate plan, but this is not so. While a Will outlines where the deceased individual's assets will be distributed, it does not
include various other documents and directives that are available.
ONLINE WEBINAR
27 April 2023 // 12:30pm
Let's face it, insurance is not the most exciting topic. In
this webinar we'll offer guidance on how to compare different insurance policies, assess your risk, read beyond the marketing and how
to get the most value for your money.
