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How to Invest for Your Kids!

 with Daisy Magor, COO & Financial Adviser at Everest Wealth

Tuesday, November 12, 2024

7:30 PM - 8:30 PM (AEDT)

 

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About the Event

Calling mums dad, fun aunties, uncles, grandparents and parents to be – it’s time to get your little legends on the path to financial greatness! Want them to have the headstart you didnt?

Join us for our Investing for Kids Masterclass, where you’ll learn how to set your kids up with the ultimate toolkit for a strong financial future.

We’ll dive into everything from pocket money to portfolios and cover key topics like:
(these need to be updated)
- How to introduce saving and investing to kids – in a way that’s fun, relatable, and easy to understand (yep, no more blank stares!).
- Setting up investments for your kids – whether you’re looking at managed funds, shares, or micro-investing platforms, we’ve got you covered!
- Planning for big expenses – tips on saving for their future education (private or public school, we’ll break down the options), first car, or even their first home deposit.
- The power of compound interest – why starting early is the best gift you can give your kids.
- Investment accounts and tax – what you need to know about setting up accounts in their name vs yours.

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.

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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.