Seminars

one-to-one-financial-planning-success2010 Client Seminar Series

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arrow November arrow How to Register

We hope you will take the opportunity to attend the free client seminars offered below over the year.  They are designed to give useful, practical information that you can apply immediately to your personal and/or business affairs.

March, Thursday 25th – 5.15 to 7.00pm

Strategic Planning for Small to Medium Businesses

Too often business owners think that ‘strategic planning’ is a buzz phrase that only really applies to big corporates. We will explain why it is relevant to your business, how it can add real value and how to go about it in a simple but effective way.

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May, Thursday 27th – 5.15 to 7.00pm

How to understand and get value from your Financial Statements

We help you get maximum value from your financial statements by explaining in an easy to understand ‘jargon free’ seminar what you really need know when reviewing your accounts – before you file them in your bottom drawer!

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July, Thursday 29th – 5.15 to 7.00pm

How to write a great yellow pages Ad

This seminar was very popular in 2009 so returning this year. When the Yellow Pages salesperson calls in and says it’s time to book your advertising (usually with very little notice) do you just put the same ad in because you are too busy to think about it?  Be prepared.  Learn how to maximise lead generation by creating a great ad that stands out from the crowd.

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September, Thursday 30th – 5.15 to 7.00pm

Is Kiwisaver enough? A guide to financial life planning

Take the time to think about your life goals.  You may want to retire at 55, travel overseas every two years, help your children/grandchildren purchase their first home or simply have enough funds to maintain your current lifestyle in retirement.   How do you know if what you have in place will provide the financial base needed to meet your goals?

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November, Thursday 25th – 5.15 to 7.00pm

Price – Is it really an issue?

Price is so often considered the be all and end all of marketing and sales.  But is it? In this seminar we will explore all the issues that surround pricing and how it fits into the bigger marketing/sales planning for your business.

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Cost:

  • Clients and guests: Free; Non-clients: $95 + GST
  • Light refreshments are provided.

How to register:

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