Thu 25 March 2021
Moneywise financial series
Hear from the experts at Moneywise on two current financial issues: Investing in a post-COVID world and new income protection policies.
Investing in a post-COVID world
Presented by a Ezio Nania, Moneywise Executive Director
Since COVID-19, the financial landscape has changed.
Get answers to your questions about what this means, including:
- How will low interest rates impact investment markets?
- What asset classes will continue to perform?
- Are we in a stock market bubble?
- How should you position your portfolio?
You'll also find out about an exclusive ADAVB member offer from Moneywise.
New income protection policies announced for law changes on 1 October 2021
Presented by Chris Matlock, Moneywise Life Insurance Specialist General Manager – Advisory
Gain insight into the continued changes in the income protection insurance policy market in Australia. This includes understanding how the first few life insurers have announced their 'post-October 2021' policies to meet the new requirements announced by the Australian Prudential Regulatory Authority (APRA), which regulates the life insurance market.
You will learn:
- What the new policies features and benefits look like
- How they are different to the current on sale policies
- The pros and cons of both policy options
- The choices between now and 1 October 2020, and post 1 October 2021
- The important things to consider and what you should do, including an exclusive ADAVB member review offer.
Proudly supported by 
CPD hours: 1.5 non-clinical hours
RSVP by 23 March.
Please note: After registering for this event, you will receive confirmation of registration. Once registration has closed on the 23 March, you will receive a separate email with the zoom webinar log on details on 24 March.
Schedule
Speakers
Ezio Nania
Ezio is a Certified Financial Planner® with 26 years' experience in the financial services industry. He holds a Bachelor of Commerce (Hons), a Graduate Diploma in Applied Finance and Investment with the Securities Institute, a Diploma of Financial Planning, and is an accredited self-managed superannuation fund specialist.
Chris Matlock
Chris is a highly regarded and sought-after financial services professional with a career spanning 25 years, the last eight years with the Moneywise Group. He is currently Partner & General Manager – Advisory at Moneywise and has specialised in life insurance advice, policy management and claims services. Chris holds a Bachelor of Business (Accounting) RMIT, Diploma of Financial Planning (Deakin University) and is a Certified Financial Planner with the industry’s peak professional body the Financial Planning Association (FPA).
