This session will equip you with:

  • The must-have insurances (and the ones you can skip)

  • How to create a simple but effective estate plan

  • The biggest financial risks people overlook – and how to avoid them

Life is unpredictable, but your financial future doesn’t have to be. Without the right insurance and estate plan, you (and your loved ones) could be left exposed to unnecessary stress and financial hardship. This webinar gives you the knowledge and tools to secure what matters most.

  • What you'll learn:

    🔹 The essential insurances everyone should have (and what to avoid) 🔹 How to protect your income, assets, and family from financial risk 🔹 Why estate planning isn’t just for the wealthy – and how to do it right 🔹 Common mistakes people make with insurance and wills – and how to fix them

  • Who Is This For?

    ✔️ Anyone who wants to safeguard their finances ✔️ Families and individuals looking for peace of mind ✔️ Business owners and professionals who want to protect their assets ✔️ Those unsure where to start with wills and insurances

Host

Trish Moore

Co-Founder, Certified Money Coach (CMC)®

A Certified Money Coach (CMC) ® with over 20 years of experience in financial planning and business management, Trish is passionate about helping people get to the bottom of their behaviours with money so they can see real, lasting change. She is also motivated to create systems that make financial goals easy to reach and execute. She has an Advanced Diploma in Financial Planning, and a Graduate Certificate in Business Administration. Trish is a proud wife and mum, and a self-confessed spender by nature, kept in check with The Tiny Fox system 😉

Renee Hawes

Co-Founder

Renee is a qualified Financial Counsellor with over 20 years experience in payroll, accounts and human resource management. She is passionate about helping people to understand that dealing with finances doesn’t have to be complicated and that there is freedom in simplicity. Renee is a wife and mum of two. She is a natural saver and looks to balance her vigilance on savings to ensure she doesn’t forget to enjoy spending her money as well.