Marsh Tincknell Seminars

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Every month we host complimentary business workshops, and every month we are full to capacity in our boardrooms. Maybe it’s the free breakfast? Maybe it’s the books we give away each time?

Reviews from past attendees suggest it’s actually the content, and the speaker. Some of our recent feedback has been:

“I found Marsh Tincknell’s business growth workshop this year with Randall Corless was educational, relatable and extremely relevant. The session was kept open and informal so we could discuss our own business challenges and successes, which made all the growth strategies Randall spoke about a bit more down to earth. I also found it useful to leverage Randall’s extensive experience and understanding of the current state of competition and business growth. For anyone looking to clear their mind and focus on what’s really important in their business – I would highly recommend attending 7 Ways to Grow Your Business.”

Gary Weis – Small Business Internet Marketing (SBIM)

Our Seminars

7 Ways to Grow Your Business

All our Seminars:

Cashflow & Budgeting | Cash is King

“Revenue is vanity, profit is sanity, but cash is king.”

We all know, that at the end of the day – cash is king. Regardless of what else is happening with the business, if it’s not generating cash – you are the one serving the business…not the other way around.

This workshop is designed to help you realise the key areas that you can work toward to increase the cash flow within your business. At the end of the day, who doesn’t want more cash in their business?

Randall Corless is an expert when it comes to this topic, after over 27 years of improving the cashflow for his clients in their businesses.

Randall is passionate about helping clients realise 5 key principals when it comes to cashflow:

1. Without cash, your business will not survive.
2. You need to understand your key cashflow drivers.
3. Managing cashflow is all about your business processes.
4. Treating the symptoms of poor cashflow without fixing the underlying causes is time-consuming and frustrating.
5. You need to be prepared to make process changes.

Succession Planning | Don't Leave it Until too Late

Why Attend?

  • – Do you feel your business would be unable to cope without you?
    – Do you worry about being able to recover your investment (and more) when you exit?
    – Are you concerned about the expectations your family may have for your business?
    – Do you have clear expectations and goals for life beyond your business?
    – Do you know what’s required to support your lifestyle after you’ve exited your business?

Succession Planning is about clarifying what you want for the future and defining the steps required to turn that vision into a reality, while taking into consideration business, personal and family expectations.
A carefully considered exit strategy reflects the hard work and capital you’ve invested in your business. We want to work with you to develop your Succession Plan to ensure that the expectations of all parties are addressed and achieved.

 

This Session is run by Gene Herder – Succession Planning Expert
Gene has been in business for over 20+ years and helped countless business owners successfully pass their business on to the next owners. His mindset is “Those who plan early, achieve greater success for both themselves and their successors.”

Estate Planning | An In-Depth Guide

Estate Planning is something you simply can’t leave to the last moment. But all too often, that’s exactly what happens. Then you get hit with poor taxation outcomes and are often left vulnerable. This workshop will make sure you’re aware of what needs to be done, and why.

Our upcoming Estate Planning workshop “Estate Planning | Developing an Effective Strategy” will be hosted at our Mount Gravatt office, with a continental breakfast provided on arrival. This seminar is essential for those who have an interest in securing their family’s assets and finances in the long run. Our keynote speaker will be Luke Marshall, Senior Partner – Financial Advice at MT Wealth. Luke is an expert on achieving the best outcomes when it comes to Estate Planning and has helped countless clients in the past. On the day, Luke will be supported by experts in the fields of Estate Taxation and Estate Law.

The seminar will give in-depth guidance on a range of topics including:

  • – Estate Tax issues
  • – Beneficiary nominations
  • – Superannuation and investments
  • – Wills and Testamentary Trusts
  • – And much more

This is a workshop-style presentation, so we’ll be taking questions the whole time, and working with you to determine the best actions you can take after the seminar. 

First Home Buyers | Strategies to Get Into the Market

Our parents used to tell us “they’d give you something to cry about” – but nobody imagined that would be a housing market that’s impossible to enter…

Well – that’s not entirely true. The truth is that there still is a way – many different ways actually. With an appropriate strategy, you’ll find yourself on track to gaining your very own set of house keys sooner than you may expect.

MT Wealth’s financial planning experts are tuned in to the best, fastest and most secure ways to enter a tough housing market. During this seminar, Luke Marshall (Senior Partner – Financial Advice) and Brett Dunn (Senior Accountant) will take you over some clever ways to save for your first house, and what to look for in the market.

Brett and Luke (both under 35) own investment properties and have been through the journey themselves, with first-hand experience that they will share with all attendees.

So instead of haphazardly saving and getting advice from whoever happens to be around you – be purposeful and join our experts at our 1-hour seminar with something to eat and drink. Walk away with the insight and guidance required to plan your first home purchase.