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Online webinar: Your Personal Budget

As a business owner, it’s essential you prepare a Personal Budget each year.  Instead of being confining, a Personal Budget should be liberating as you can spend guilt-free, knowing other money has been allocated to your expenses.  Think of it as a spending plan rather than a budget.

By knowing how you’ll spend and save money and setting personal finance goals, you’ll know exactly what your business needs to provide to you.

Join us for our 60 minute complimentary webinar where you'll:

  • Learn how to gain control of your personal finances

  • Identify how to manage and reduce debt levels

  • Discover how to build better money habits

  • Reduce stress and have positive personal spending conversations

  • Understand how to set and achieve your wealth goals

Plus, we’ll provide you with our complimentary Personal Budget template.

 

Meet your presenter:

Matthew Davis is passionate about entrepreneurial ventures and investment and comes from a background working for a high end accounting firm in Queenstown as an adviser. As well as being a Chartered Accountant, Matthew is also an associate member of the Institute of Directors. He specialises in high-level accounting work with large organisations in Whakatāne . Matthew brings a valuable skill set around financial forecasting, budgets, strategic accounting work, a natural ability with IT (A Certified Xero Super User) and a good understanding of how to improve internal systems to improve efficiencies.

 
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11 April

Online Workshop: The Roles and Responsibilities of a Trustee

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27 April

Learn about Commercial Property Investment as an alternative to Term Deposits