Smart Financial Strategies for 2024: Tackling Today’s Challenge of Higher Living Costs to Build a Financially Independent Future

Friday, 21 June
12:00pm AEST

What steps can you take today for a financially abundant tomorrow? Join Robert Walters as we invite MGD Wealth to provide insights on the financial landscape of 2024 and smart, actionable strategies for navigating the current higher cost economic environment. MGD Wealth experts will share insights to help you manage the rising cost of living, including effective budgeting, optimising the deployment of surplus cashflow, essential life insurance, and tax planning.

These strategies not only tackle today’s financial challenges but also set the foundation for a secure future and financially independent retirement. Integrating these steps with measures to boost your superannuation puts you on the path to a secure retirement. Don’t miss this opportunity to take control of your financial journey in 2024 with prudent planning for a brighter future.

Register now

Speakers

Richard Marsden

Director, International and Executive
MGD Wealth

As a leader within the MGD Wealth Management team, Richard is driven to make a positive difference in clients’ lives by providing specialist goals-based advice and education. His insights are particularly valuable for Australians who are on a successful path and seeking to attain and maintain financial independence. He is a strong advocate of people using a goals-based decision-making framework to build strong and resilient personal balance sheets which can be deployed to meet life needs and aspirations.

Jessica Harris

Client Adviser, Wealth
MGD Wealth

Jess has a proven eye for detail and driving innovative processes, and methodically demonstrates this when helping clients understand their options for reaching their goals. With more than 10 years of experience, Jess provides clients with forward-thinking, sustainable investment solutions that align with their personal goals and values.

Matt Venus

Head of Risk and Succession
MGD Wealth

Matt manages a team of specialist risk and succession advisers who deliver insurance portfolio advice to protect families and professionals.  Our strategies are designed to tailor affordable solutions that underpin wealth accumulation.  Matt uncovers insights about the main considerations when seeking insurance advice and protecting your financial position.

Samantha Fernando

Head of Public Sector – Queensland  
Robert Walters

Samantha brings over 14 years of leadership experience in business and recruitment, focusing on Federal, State, and Local Government sectors. With a Bachelor of Science in Neuroscience and an MBA specialising in leadership, Samantha aims to elevate and align Robert Walters public sector services with Robert Walters Group's broader service lines, emphasising excellence and innovation.

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Robert Walters Group

Powering people and organisations to fulfil their unique potential

Our story began in 1985, when our founder Robert Walters opened the first office in central London determined to build a reputation for being different, innovative and memorable. Since then, we have developed into a global business, and now operate in a diverse range of markets worldwide.

For over 38 years, businesses across the globe have relied on us to find the very best specialist professionals and we are trusted to help build the careers of the world’s leading executives, job move after job move.

It’s a success story we’re proud of and one that’s built on the strength and passion of our people. As the business continues to expand, we operate with the same commitment to service and quality.

Every candidate is treated as an individual with a focus on advising and consulting. It means we continually have the best candidates on the market to offer our clients.

Toby Fowlston, CEO
Robert Walters Group

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