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 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. 

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.