NAWIC NATIONAL | Superannuation, Investments and Property Webinar

*This webinar has been moved from 7 July to 26 July 2022*

The Property market has never been hotter! Join us to hear how you can get be prepared to find your next property. 

• Plus top tips for buying your next property

Did you know that more than half of Australian women retire with 35% less super than men?

Register for this online event and learn about:

• What sort of super fund to look for?
• How sorting your super now benefits you later
• Tips to make sure you’re on track for future success
• The importance of consolidating your super

Get savvy with investments.  Learn:

• How to approach investments

• Pointers to being a successful investor    

Speakers:

• Poonam Di Lorio 

Poonam is a new age and unique advisor who brings a different perspective to the table and empowers clients through informed decision-making and improved financial literacy. 

Poonam recognises she’s in the business of helping people and through understanding influences goals and motivations, tailors strategies to help clients realise their retirement dreams. Advising clients on complex superannuation structural issues, estate planning, retirement planning, self-managed super funds, superannuation solutions, superannuation compliance, strategic advice and wealth management. 

A champion of inclusion, ethical conduct and social responsibility, Poonam maintains an interest in Millennials and women’s interest groups where she endeavours to improve their financial literacy and understanding of superannuation and related obligations and entitlements.

• Andrea Bok 

Andrea has more than twenty-four years’ experience in helping individuals and businesses build and manage their wealth. Andrea began her career as a Chartered Accountant and Auditor at Coopers & Lybrand, providing her with a deep understanding of company financials. Her background means that she brings a forensic view of the markets which she combines with Morgan Stanley’s global research capabilities to unlock unique investment opportunities for her clients. 

Before joining Morgan Stanley in 2009, Andrea worked as a financial adviser at Macquarie Bank for twelve years. 

Andrea is a Fellow of the Institute of Chartered Accountants Australia & New Zealand and a Board member of the Financial Toolbox, heading up the Everyday Women’s Workshop Subcommittee.  

Outside of work she runs around after her three insatiable kids.

• Elizabeth Bonzo

Elizabeth has been working in the banking/finance industry for the past 14 years, 6 years in Zimbabwe, 4 years with Bankwest and 4 years with ANZ Bank. She has spent the time lending across small business, commercial and corporate banking with experience in different sectors including hospitality, entertainment, manufacturing, and retail. My current role is managing a portfolio of small businesses and helping them achieve their financial goals both personal and business. 

Elizabeth is enormously proud of her African heritage, and she co-owns a business that sells African hand painted napery. She mentors young women as she has a passion to see them fulfilling their dreams. Besides business and work she enjoys reading and spending time with her two young children.  

NAWIC Member exclusive webinar.

*Disclaimer: The advice offered in these workshops are general in nature and do not take into account your personal situation*