Pathway to WealthTM CORPORATE SEMINARS
Partnering to success Great people are the backbone of any great company and Australian employers are increasingly using employee benefit programs to help attract and retain talented staff, and to increase employee productivity. One of the key ways to differentiate yourself from other employers is to offer benefits that employees value, without costing your business the earth. We invite you to join My Wealth Solution’s Corporate Pathway to Wealth Program to help your employees plan a wealthier retirement.
Prosperity through education
Bringing the simple steps to financial success to your employees A majority of Australian workers say they plan to retire at 60, and will need money to live on well into their 80s. So it should come as no surprise that their top retirement concern is “outliving retirement money” (Metlife, Study of International Employee Benefit Trends). As a Corporate Pathway to Wealth Program member, we partner with you to bring the simple steps to financial success to your employees as a part of your employee benefit program. Our Corporate Pathway to Wealth Program includes: Wealth strategy workshop series - MWS will hold workshops at your business to give your employees practical and simple advice on property, shares, tax planning debt management, superannuation, salary packaging and more.
A no obligation MWS consultation (valued at $595) for each employee so we can tailor our advice to their individual circumstances and show them the simple steps to reaching financial success in retirement. Financial Health Check for all staff to help them take stock of where they are financially, and where they want to be. A tailored financial success package for directors and executives, and; We’ll also give you information to use on your website to help promote your employee benefit program to help you become an employer of choice. With 80% of Australians currently retiring with less than $100,000 (outside of the family home), subsidised financial planning services are appealing to a large share of Australian employees who are worried about paying for retirement but have done little to prepare.
Smart Smart strategies strategies for for smart businesses smart businesses Great people are the backbone of any great company and, increasingly, Australian employers are using employee benefit programs to help • attract talented new staff in a tight labour market • retain good staff who possess important corporate knowledge and who have already benefitted from on the job training, and • increase employee job satisfaction and productivity. Businesses that provide extra benefits, training and knowledge to their staff become employers of choice. Quite simply, employees want to work for them.
sinesses By hosting a Pathway to Wealth seminar, employers can pitch the seminar as a benefit of working with the firm. Your staff will get practical advice on property, shares, tax planning, debt management, superannuation, salary packaging and more.
We believe it should be simple to build a decent retirement nest-egg – anything from $500k to $2m to maintain the standard of living people enjoyed during their working years and to provide a decent quality of life in retirement.
What the Pathway to Wealth What the Pathway to Wealth seminar seminar covers The majority of people rank financial success as one of their top three goals or values, along with health and family. But here’s the contradiction – 90% of people fail to achieve even modest wealth1. Our Pathway to Wealth seminar will take your employees through proven step by step strategies for building wealth. Your staff will learn: • The 10 reasons most people fail to achieve financial success and what to do about it • The 7 steps to achieving wealth
What happens next? While the seminar covers general advice, after the seminar your employees will be invited to attend a no obligation, free first appointment (during their own time) where we can tailor our advice to their personal circumstances. Our Pathway to Wealth corporate seminar is offered free of charge to leading employers Australia-wide, as a benefit to their employees. The seminar runs for 75 minutes and can be held at your business before work, after work or at lunch time – whatever time is most convenient for your business. Don’t have suitable space for a seminar? Then let us organise this for you. We’ll even provide lunch and refreshments for all seminars.
• The 4 keys to a successful wealth seminarmanagement covers plan • The simple formula for beating procrastination • Why property, shares and superannuation are all important • How saving tax can help fund wealth creation • Whether you should increase your mortgage repayments or start investing • We’ll also present a case study of how to build an extra $1 million nest-egg in the next 15 years.
1 Kelly, S. (2009). Don’t stop thinking about tomorrow: The changing face of retirement - the past, the present and the future. NATSEM Income and Wealth Report No. 24, Nov 09
ABOUT MY WEALTH SOLUTIONS My Wealth Solutions is a boutique financial advice firm located in Brisbane, Queensland. Our services are boutique because, just as every client is unique each of their goals are even more varied. So too is the tailored solution we create for our clients. For more information contact Guy Freeman & Ben Budge Wealth Management Consultants Guy Freeman M 0401 138 172 E gfreeman@mywealthsolutions.com.au Ben Budge M 0413 336 530 E bbudge@mywealthsolutions
1/54 Doggett Street Newstead Q 4006 PO Box 2732 New Farm Q 4005 P (07) 3852 4114
www.mywealthsolutions.com.au