Financial planning: back to basics

Wednesday 9 Oct 2019, 8:00 am – 9:00 am

This year, EQ Investors will once again be taking part in Financial Planning Week, running from the 7 to 11 October.

Join us for an informative breakfast seminar, where we’ll go over some financial planning basics. You’ll gain an understanding of:

• why you need a plan
• making the most of your money
• using your tax-free allowances
• why an early start makes all the difference
• the magic of compounding
• why we all need a safety net
• how much risk should you take
• DIY investing vs. a discretionary wealth manager approach
• why life assurance shouldn’t be forgotten.

Refreshments and a light breakfast will be provided.

Places are limited so book yours today!

Going green with your money

Wednesday 30 Oct 2019, 6:00 pm – 7:30 pm

Adopting a greener approach to life doesn’t have to be difficult. There are small changes you can implement into your daily life that take little to no time or effort and can actually save you a lot of money in the process.

We’ll layout simple steps to make your money work for you and the planet:

• Why go green?
• How eco-friendly are you?
• Green your money
• Invest to make an impact: we’ll share the findings & trends from our annual impact report

Refreshments and canapés will be provided.

Places are limited so book yours today!