Have your priorities changed? It’s time to reset.
Part 1: Resetting your goals - Planning ahead
On demand – recorded August 2021
What is really important to you? Understand your spending and build a roadmap of actions
Topics covered:
- Learn how to approach and review goal setting
- Understand spending and budgeting - when you know what you’re working towards
- Our essential workbook – built for you
- Build your financial road map in our session
The first and most important step in understanding how to manage your money and plan for life is to get a sense of your goals. Clarity around your goals will guide your choices and align your spending and investing habits with your priorities. Jenneke and Mark will discuss creating goals and developing a budget.
After the discussion Jenneke will guide you through section one of MLC's practical workbook, so you can start to build your own financial roadmap.
Speakers
Jenneke Mills
Manager, MLC Technical Services
Jenneke is the Manager of the MLC Technical team and has been in technical services for 7 years. She is responsible for the interpretation of advice-related legislative change, and helping advisers understand the impact on clients and advice strategy to help deliver the right advice at the right time.
Jenneke has over 10 years’ experience in financial services, including several years as a financial adviser. Her areas of expertise include superannuation, SMSFs, retirement planning, taxation, social security and aged care.
Mark Akeroyd
Head of Advice Strategy & Value Proposition
As Head of Advice Strategy and Value Propositions, Mark is responsible for ensuring MLC Advice’s clients receive a signature client experience from an Advice Professional with dedicated expertise for their unique life circumstance.
Mark’s passion for Financial Advice stems from the belief that great financial advice helps clients navigate complexity to lead a significant life. Mark holds a Masters Degree in Commerce and an Advanced Diploma of Financial Planning.
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Fund: MLC Super Fund ABN 70 732 426 024