Brisbane

Securing Your Financial Future

18th March 2020 12:15pm AEDT for 12.30pm commencement - 2:00pm AEDT
Style of Event: Theatre with networking lunch on arrival
WiBF Member: AUD $60.00 Website Subscriber: AUD $90.00
Level 11, 66 Eagle Street, Brisbane

Overview

This is the earlybird pricing valid until the 28th February 2020. (From 1/3/2020 tickets will be $80 for members / $110 for guests of WiBF)

2020 marks the dawn of a new decade. This is the time to reflect on the past, but more importantly, set goals for the future.

Statistics tell us that women will likely retire with 47% less superannuation than their male colleagues, and that older women are the fastest growing cohort of homeless people in Australia.

If your goal is to grow you career, grow your wealth, protect your wealth through professional and personal life changes and retire comfortably, then our first event for 2020 is a must attend event.

We are pleased to present award-winning business owner, coach and mentor, wife, mother, reformed spendaholic, and author of Buy That House: how kickass women make it happen, Caroline Jean-Baptiste. Caroline will share her expertise and experience on how changing spending habits and mindset can lead to wealth accumulation.

Caroline will be joined by Frances Becker, Senior Associate at McCullough Robertson, who will discuss the ways to protect the wealth that you have so painstakingly accumulated after changing your spending habits, especially when it comes to the big events in your personal life, or if your career goal is to sit on boards.

Rounding out the panel is Sangeeta Venkatesan, Executive Chair of FairVine Super – a superannuation fund designed for women. Sangeeta will discuss the importance of taking an active role in your retirement planning so you can not only retire comfortably but retire wealthy.

Defy the statistics and join us at what promises to be an extraordinarily illuminating event. Invite your friends and colleagues to learn and network.

Pre Work

We encourage all attendees to prepare for this event by thinking deeply about your own financial security and what success looks like for you and those who matter most to you. Bring questions for Q&A that are considered and focused on challenges and opportunities pertaining to your own financial goals for the 2020s.

Goals

This event series provides an opportunity for members to develop expertise in topics relevant to the industry, while networking with industry peers from diverse organisations.

Speaker

Caroline Jean-Baptiste is an award-winning lending specialist and Owner Manager of Mortgage Choice in Fortitude Valley, wife, mum of 4 boys and author of Buy That House - How Kickass Women Make It Happen (2019). Over the last 15 years Caroline's business has continually grown along with her family and as each challenge presented, she had to innovate to stay on track with her business and career goals. Caroline is now a Director of the MFAA board and Chair of the Franchisee Advisory Council. Be inspired to step up, realise your potential and understand what is possible!

Frances Becker is a Senior Associate at McCullough Robertson. Frances acts for privately owned businesses, families, and high net worth individuals advising on estate planning and asset protection, business succession planning and general tax and commercial transactions including the need for increased asset protection.

Frances strives to provide practical and commercially effective strategies and solutions for her clients’ often complex problems, regularly working closely with her clients’ accountants and financial planners. She has experience acting on a number of commercial matters including acting in business and property acquisitions, advising on individual and business succession planning and providing asset protection and revenue structuring advice.

She has recently been awarded a Rising Star award for 2019 by Doyle’s Guide for Succession Planning.

Sangeeta Venkatesan is the Executive Chairman of FairVine Super, a superannuation fund designed for women, and CEO and Co-founder of Applegrove Capital, a capital advisory firm focused on sustainable investment including renewable energy, healthcare and agriculture.

Sangeeta is no stranger to breaking through the glass ceiling. Thus far she is the only female who has been the CEO of a stockbroking firm (APP Securities) in Australia. Having worked in the banking and finance sector for more than 23 years, Sangeeta’s experience spans several continents including London, Hong Kong, Singapore and Sydney, at some of the most prominent and globally recognised firms, including Goldman Sachs, Morgan Stanley, Lehman Brothers/ Nomura, KPMG, and The Commonwealth Bank of Australia (‘CBA’).

Recently, Sangeeta won the ‘Innovator of the Year’ award at Money Management and Super Review’s Women in Financial Services Awards 2019.