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march, 2021

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202125mar12:00 pm1:30 pmMoved OnlineMoneywise financial series - Webinar12:00 pm - 1:30 pm(GMT+11:00) View in my timeOnline Event Organized By: ADA VB Discipline:Business,OtherFormat:Online

Moneywise financial series

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Event Details

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

Since COVID-19, the financial landscape has changed.

Presented by a Ezio Nania, Moneywise Executive Director

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. 

  • 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.  

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Speakers for this event

  • Chris Matlock

    Chris Matlock

    Moneywise Life Insurance Specialist General Manager

    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).

    Moneywise Life Insurance Specialist General Manager

  • Ezio Nania

    Ezio Nania

    Moneywise Executive Director

    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.

    Moneywise Executive Director

Organizer

ADA VBThe Australian Dental Association Victorian Branch (ADAVB) is the professional association of Victorian dentists. We aim to improve the dental health of all Victorians, promote the highest standards of professional dental care and enhance the professional lives of our members. We support and advocate on behalf of dentists to build a stronger voice for our profession and to promote the oral health of Victorians. We listen to the concerns of Victorian dentists, monitor the impacts on our profession and focus on the priorities identified by our members.[email protected] Level 3, 10 Yarra St, South Yarra VIC 3141

Time

(Thursday) 12:00 pm - 1:30 pm(GMT+10:00) View in my time

Location

Online

Price

ADA member: $55.00, Non-member: $100.00

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Important Disclaimer

We do our very best to keep this up to date, accurate and comprehensive. However it is possible that this website contains errors. Please confirm details with organisers.

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