New tax year = fresh start for your money! 🎉
Ready to reset, refocus, and give your finances a glow-up for the year ahead?
In this live masterclass with award-winning financial adviser Patricia Garcia, we’ll walk you through everything you need to know (and do) to get financially sorted for the new financial year, from goal-setting to smart tax-effective investment strategies to getting the foundations sorted with your super and insurances.
You’ll learn:
✅ How to review your finances and set powerful money goals
✅ Pros and cons of investing vs. paying off your mortgage
✅ What you need to know about good vs bad debt (deductible vs non-deductible debt)
✅ Smart investment strategies for homeowners
✅ Getting the foundations sorted with super and personal insurances (Life, TPD, trauma, and income protection)

You’ll walk away with a clear action plan, so you can make this year your strongest money year yet.

Whether you’re starting fresh or leveling up, this session will help you feel in control, confident, and ready to take on the year.