Financial Toolbox hosts a range of events and workshops helping the everyday woman on her journey to Financial Freedom!

We will be hosting eight virtual workshops covering the key elements of finance. Limited spots available, don’t miss out!

Budgeting with Vorleak Srey – Wednesday 19th May 2021

Our first virtual workshop will be on BUDGETING.

Do you want to be in control of your money? Many people don’t realize that they spend more than they earn and slowly sink deeper into debt every year. Let us help you break the cycle!

Our budget tips will help you keep on top of personal finances, sort out money priorities, pay debts and find the right balance between spending and saving so you have enough for necessities and enough for fun!

Tax with Gillian Nathan – Wednesday 26 May 2021

Our second virtual workshop will be on TAX.

It’s almost the end of the financial year… Again!

Do you need to lodge a return? If so, find out how to lodge your own return, what should you consider when preparing your tax return, or claiming deductions for expenses?

We’ll cover some basic administration, HECS, Medicare levy and surcharges, as well as some tax tips and tricks to think about before 30th June 2021.

Superannuation with Poonam Di Torio – Wednesday 2nd June 2021

Our third virtual workshop will be on SUPERANNUATION.

  • What is Super?
  • How does it work?
  • How does one go about choosing the right Superannuation fund?
  • How much is enough Super?

Poonam will be leading us through the various types of Superannuation funds, levels of Contributions and Tax issues that you should be aware of. Generally, women have significantly less Super than men, we will learn how we can start to close the gap.

We will also explore those life events when Super becomes even more important to know where you stand – Divorce and Death.

Wills with Beverly Sorrell – Wednesday 9th June 2021

Our fourth virtual workshop will be on WILLS.

Do you lie in bed wondering about not having a Will?

Beverley Sorrell will answer all of your keep-you-up-all-night questions about the importance of having a Will and the consequences of not having a Will in place when you die.

Other questions which will be answered are:

  • What do you need to think about if you want to make a Will? 
  • Items to include or rule out
  • Can I change my Will and when should I make a new Will?
  • Enduring Powers of Attorney and Guardianship
  • Advanced Health Directives

Come along to this workshop and your mind Will be put at ease (pun intended).

Separation, Divorce & Family Law with Amanda Blake – Wednesday 16th June 2021

Our fifth virtual workshop will be on SEPARATION, DIVORCE & FAMILY LAW.

Everything you ever wanted to know about how to get the most out of your money when things go pear shaped.

Life is not always plain sailing. What can you do to ensure you are protected against different life events you may face? Learn what you can do so that you can cope better financially, and emotionally, should you find yourself in a sticky, tricky or just plain bad situation.

Insurances with Kerry Franklin – Wednesday 23rd June 2021

Our sixth virtual workshop will be on INSURANCES.

Do you know what each Personal Insurance policies covers?

Is your Super Insurance enough to cover your lifestyle?

How can you protect yourself with the right insurance in these uncertain times?

Kerry Franklin will guide us through the unknown terrain of Insurance and impart her knowledge by helping us determine how to best protect our future and our families with the correct Insurance cover.

Property with Katie McDonald – Tuesday 29th June 2021

Our seventh virtual workshop will be on PROPERTY.

There’s no generic, one-size-fits-all approach to understanding property – so where do we start?

Katie will give us answers to questions such as:

  • What kind of property do I want to buy?
  • What are the risks involved?
  • What is the property outlook in WA?

Investments with Andrea Bok – Thursday 1st July 2021

Our final virtual workshop will be on INVESTMENTS.

Why spend your time worrying whether you can beat the markets: you don’t need to beat them to be a successful investor. With straightforward and jargon-free guidance, Andrea Bok simplifies the often complex world of finance and will help de-mystify the world of investments for us.

Some points that will be discussed, but not limited to:

  • How to approach investments
  • Types of investments
  • Explanation of different asset classes
  • What are franking credits and who do they work
  • Investment psychology and how it plays a part in wealth creation
  • Investment terms to understand
  • Pointers when investing