Did you know only 8%* of people achieve their goals? Imagine if you could be one of them
Recorded: 19 August 2020
‘The goal isn’t more money. The goal is obtaining financial security to live your life on your own terms.’
It has never been more important to remain focused on achieving your financial goals. Whether that be financial security for you and your family, sustainable cash flow to support business growth or to live a lifestyle beyond expectation, the fact is…
You are 42% more likely to achieve your goals if you write them down.**
And even more likely to experience success if you remain focused and on track.
Watch this interactive question and answer webinar where we will hear Group Head of Wealth Paul Gaffney, Director and Accountant Roy Sanderson, and Executive Planner Katrina Pulbrook, share their expert insight into the proven tips and tricks to join the 8%*:
- Defining financial goals including why this is critical to YOUR success;
- Once you have defined YOUR goals, how to tailor strategies to smash them;
- How to prepare for the unexpected;
- How to join the 8% of goal achievers by staying focused and on track
Managing Director / Accountant
Roy is the Founding Director of R J Sanderson & Associates Pty Ltd which began after working for 12 years in the Property & Construction industries as an Accountant & Financial Controller. Vice President of the Greater Dandenong Chamber of Commerce and Secretary for the Carltoniansh.
He is experienced in both the residential & commercial sectors. He has served on many boards including Finance companies, Medicare Local.
Host / Group Head of Wealth
Having worked locally and globally with many of the largest financial and banking institutions in the market, Paul has successfully led international, national and local teams.
With a belief that the experience of owning, running and growing a small financial planning and accounting business, it is client care that offers the most value to clients. Paul believes he has gained most of his insight from being exposed to great people.
Dedicated to making a difference to each life she
touches, Katrina is passionate about securing the financial future of her clients.
With in excess of 25 years in the financial services sector and extensive experience in private and business banking including as a money market and foreign exchange dealer, she truly knows what it takes to turn her clients dreams into reality and often beyond.