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New tax year = fresh start for your money! 🎉

Monday, July 28, 2025 at
7:30 PM (AEST) 

Free for members. Spots are limited to non-members – grab your ticket now or become a member here
 

About the Event

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.

Patricia Garcia

 
 
Financial Adviser and CEO of Your Vision Financial Solutions

Patricia has been working with clients to achieve their financial dreams since 2012 and has owned Your Vision Financial Solutions since December 2016.

Her qualifications are extensive. Since graduating from university, Patricia has completed the Diploma of Financial Planning, the Advanced Diploma of Financial Planning and the Certified Financial Planner ÂŽ designation.

Patricia is well regarded in the financial advice industry by her colleagues, peers and of course – by her clients. She was a board member of the Association of Financial Advisers (AFA) for 4 years and most recently appointed as a board member for the merged Financial Advice Association Australia (FAAA).

Patricia has received many industry accolades and awards. She won one of the most esteemed awards in the industry in 2017 - the ‘Financial Planning Association AFP Financial Planner of the Year’ award. Some of her most recent successes include being a finalist for ‘Fortnum's Adviser of the Year’ award in 2022 and 2021 and being awarded one of the ‘50 Most Influential Advisers‘‘ in 2022.

It is YOUR time!

 
Register NOW!

The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.