Moneywise financial series

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).

Sponsors & Supporters

Industry Partners

PSA
MW Partners
BOQ
Moneywise
Guild