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Summit Overview  

Did you spend a lot of time learning how to earn money but nowhere near enough finding out how to manage it, grow it and set yourself up for the future.

There’s no time like right now to take control of your cash and make it work just as hard as you do.

So grab your snacks, your notepad and your pen, stop saying “I should…” and get the inside scoop on how to build a financial future.

This one-day seminar will mark the first day of the rest of your life!

Our experts will be spilling the tea on how to get started investing, buying property and so much more! 

Save the Date:

🗓️ Date: Friday, September 6, 2024
🕘 Time: 9AM - 5PM (AEST)
💻 Location: From the comfort of your home (or your galpals house)! 

SIGN ME UP!

Agenda

9:00am - Start Investing Today For Your Financial Freedom 

Brendan Malone, Managing Director & Group CEO at Raiz Invest 

 

10:00am - The One ETF to Set-Up and get on with Life

Equity Mates, Podcasters + Authors

 

11:00am - How To Not Work Forever

Ana Kresina and Natasha Etschmann, Podcasters + Authors

 

11:50pm - How to Get a Payrise

Meggie Palmer, Founder of PepTalkHer, speaker & journalist

 

12:30pm - The New Money Method Taking Over Personal Finance

Terry Condon,  Co-Founder at The Cashflow Co.

1:00pm - Living Through a Cost of Living Crisis

Effie Zahos, Money Expert on The Today Show and Finance Commentator and Author

 

2:00pm - Investing: How to Beat the Professionals at Their Own Game

Jess Leung, Portfolio Manager at Global X  ETFs

 

3:00pm - A Professional Woman's Guide to Getting on the Property Ladder

Jen Hughes, Franchise Owner, Mortgage Choice Merimbula, Bega, and Narooma

 

4:00pm - Retire with $100K More: Simple Super Strategies You Can Start Today

Owen “Rask” Raszkiewicz, Award Winning Podcaster, Founder of The Rask Group | Chief Investment Officer of Rask Invest

 

4:50pm - How To Protect Your Ability To Earn – All The Ins And Outs of Income Protection Insurance You Should Know

Daisy Magor, COO & Financial Adviser at Everest Wealth

Meet out amazing Speakers

Owen “Rask” Raszkiewicz

Award Winning Podcaster, Founder of The Rask Group | Chief Investment Officer of Rask Invest

Owen’s finance podcasts are regularly ranked in Australia’s Top 5 Business Podcasts and have 250,000 unique listeners.

Meggie Palmer 

Founder of PepTalkHer, speaker & journalist.

Meggie is all about helping you get paid more & promoted faster!

Ana + Tash 

Authors of How Not To Work Forever + Podcast hosts.

Natasha Etschmann +, Ana Kresina are money educators and hosts of the popular Get Rich Slow Club podcast.  

Equity Mates

Podcasters + Authors 

Alecs and Bryce run Equity Mates which is the #1 finance and investing brand for young Australians and have written two books! 

Effie Zahos

Money Expert on The Today Show and Finance Commentator and Author 

Chief Content Officer, InvestSMART and Author of Ditch the Debt and Get Rich & A Real Girl’s Guide to Money

 

Jess Leung

Portfolio Manager at Global X  ETFs

Jess is an ETF expert and shares her passion for educating and making investing more accessible through her Instagram @theleungway. 

Brendan Malone

Managing Director & Group CEO at Raiz Invest 

Brendan has extensive experience across all aspects of investment banking, client coverage and strategy, along with compliance and all operational functions. Brendan is known for his ability to innovate and operate at a highly strategic level, whilst driving operational excellence with a strong attention to detail. 

Brendan is responsible for the day to day operations of the Raiz Group’s business and is passionate about his customer centric, highly efficient, productive and dynamic team who specialise in customer service, technology, finance and marketing.

Jen Hughes

Franchise Owner, Mortgage Choice Merimbula, Bega, and Narooma

Jen moved from the United States to Merimbula, NSW, in 2005, and started her finance career as a Loan Consultant at Mortgage Choice in 2019. In 2021, she became the proud owner of her own Mortgage Choice franchise.   

Jen is passionate about simplifying the home buying process and working closely with her clients to ensure they feel confident and make smart choices throughout the home loan journey.  

Terry Condon

Co-Founder at The Cashflow Co.

Terry has spent over 5000 hrs coaching everyday Aussies to level up their money game with the Cashflow Co.
With a background in elite sport, he knows how to create the conditions for transformational change and breakthrough achievement.
Terry and his cofounder Ryan are the first financial educators to bring the worlds of behaviour science, game mechanics, and performance psychology to money.
Their new approach is equipping everyday Aussies with the skills and smarts to navigate today's challenges and fast track their financial goals.

 

Daisy Magor 

COO & Financial Adviser at Everest Wealth

Daisy is a financial advisor and director at Everest Wealth, a financial advice company who helps both the Millennial and Gen Z generations achieve their wealth building and financial goals. With over 10 years of experience in the financial services industry, Daisy leverages his extensive knowledge in both accounting and financial planning to deliver advice that is clear, concise, and highly effective.

 

Molly Benjamin

Financial Educator and Founder of Ladies Finance Club 

Molly Benjamin was not very good with money. However, she had been working as a communications specialist in the financial sectors for national and international companies for most of her career such as Barclays, the Financial Conduct Authority and the Bank of Queensland. In fact, over a glass of prosecco with her gal pals she realised they were all a bit #clueless when it came to their personal finances. As an experiment, Molly put on an info night in her living room. No big deal, just a few girls, some champagne and a money expert with real-world insights.

Molly's mission is simple: To help make women rich so they have full control and freedom over their lives! Her book Girls Just Wanna Have Funds was released on 31 Jan 2023!

Proud Partners

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