Fine Answers

#71 - Hot Topics Webinar – Wealth Protection – Delta Smith & Daniela Pavlovic


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Are you concerned about securing and preserving your hard-earned wealth for the future? Join us for an enlightening pre-recorded webinar dedicated to exploring effective strategies for wealth protection. Hosted by CFP Delta Smith and joined by Daniela Pavlovic Principal Lawyer at Harwood Andrews.

In today's ever-changing financial landscape, safeguarding your wealth is crucial. This seminar will delve into a comprehensive range of wealth protection strategies designed to shield your assets, mitigate risks, and ensure a secure financial future for you and your loved ones.

Gain a deeper understanding of wealth protection strategies. Learn actionable techniques to secure your assets and financial future. Receive expert guidance on safeguarding your wealth against various risks. Explore tools and approaches to optimize your financial planning.

Topics Discussed:

· Understanding Wealth Protection: Exploring the concept of wealth protection and why it's vital for financial security.

· Asset Preservation Techniques: Strategies to safeguard assets from potential risks and unforeseen events.

· Estate Planning Essentials: Insights into creating an effective estate plan to secure and transfer wealth efficiently.

· Insurance and Risk Management: Exploring insurance options and risk management techniques to protect against unexpected challenges.

· Tax-Efficient Wealth Strategies: Maximizing wealth by understanding and utilizing tax-efficient strategies.

· Legal Structures for Protection: Insights into legal frameworks and structures to shield your wealth.

2023 10 04 Hot Topics - Wealth Protection.pptx

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

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Fine AnswersBy Burke Britton Financial Partners