Aug30

How to Properly Brush & Floss...Your Finances

Presented by Andrew Albury, Stephen Furness & Andrew Proudfoot

Special debug code for developers:

Chk: #1 Chk: #5 Book Now Member Login
Bookings close: 23-Aug-2017 This event is fully booked

Time:

1:00 - 5:00pm

Venue:

ADAQ CPD & Training Centre
26 - 28 Hamilton Place 
Bowen Hills Qld 4006

Cost:

CPD:

2.5 non scientific hours

Catering:

Light lunch on arrival & refreshments provided

This afternoon seminar will include the tools for a health check-up of your finances and provide insight to better prepare for the future.

  1. Personal Finance Considerations for a Brighter Future…How much is enough?
    In this session, we explore ways in which you can maximise your wealth, no matter how far along you are in your career. From understanding your emotions and the way they can influence certain financial decisions, to the importance of priorities and mapping out a short, medium and longterm plan, to getting structures right from the get-go and partnering with someone you trust. 
  2. Superannuation: Now and the Future
    Whether you’re just starting out in the dental profession, are at the prime of your career, or you are getting ready for retirement, superannuation is very important. Superannuation is your money, and your future. In this session, we explore the current state and future of our retirement system in light of the recent legislative changes, and the importance of getting a handle on your super sooner rather than later. 
  3. Consider the Downside and the True Value of Risk Protection
    It may not be something many of us like to think about, but the unexpected does happen. Considering the downside and having an insurance plan in place can help make a difficult situation a little bit easier, at least financially. In this session we examine the true value of protection and a potential game changer founded by dentists, for dentists which has recently arrived on Aussie shores. 
  4. Seven Things I’ve Learnt Over the Years
    In this session Dr Mark Logan, a friend of MGD Wealth will share seven things he has learnt over the course of his dental career as a General Dental Practitioner, Practice Owner and Senior Dental Officer and Clinical Supervisor.

MGD 30 Aug 2017

 

Mr Andrew Albury

 

MGD Wealth, Director – Wealth Management

With over 30 years’ experience across accounting and wealth management, Andrew has built a strong reputation for guiding and advising clients on the optimal strategies to reach their retirement goals. For the past 15 years, Andrew has worked closely with ADAQ members in developing financial strategies that are unique to the dental industry.

 

Mr Stephen Furness

 

MGD Wealth, Director – Wealth Management

In his role as Wealth Management Director, Stephen works closely with advisers, researchers and investment partners to provide clients with high level strategic wealth management and investment solutions in order to grow and maximise their wealth. Stephen has been a driving force behind MGD’s vision for investment portfolio offering and total wealth management philosophy.

 

Mr Andrew Proudfoot

 

MGD Wealth, Director – Risk & Succession

A unique background in law, tax and economics supports Andrew’s focus of delivering world class financial advice and solutions to his clients. As Risk and Succession Director, Andrew provides tailored personal risk insurance strategies and high level strategic business succession solutions to his clients.

 
 

 

 

     

MGD Wealth

175 Melbourne Street,
South Brisbane, QLD, 4101
PO Box 7074,
East Brisbane, QLD, 4169
phone: +61 7 3391 5055
mobile : 0418 886 594
fax:+61 7 3391 1711
www.mgdwealth.com.au