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NAWIC QLD | FINANCIAL FUTURE SERIES 2
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NAWIC QLD | FINANCIAL FUTURE SERIES 2



Please join us for the second event of the Financial Future series, where we will hear from two finance experts on wealth creation and asset protection:

Olivia Maragna from Aspire Retire will run a hands-on workshop on wealth creation covering:

  • How to define your own financial goals and what does wealth mean to you?
  • Practical tips on finance and money management
  • Mechanisms of long-term wealth creation

Emily O’Brien from Redchip lawyers will then discuss asset protection for professionals, including:

  • What is asset protection and why is it important for you?
  • The advantages of Discretionary/Family Trusts, including tax planning
  • Why Discretionary/Family Trusts are relevant for professionals
  • Succession planning for Discretionary/Family Trusts


Speakers:

Olivia Maragna
Co-Founder, Aspire Retire

At the age of 28, Olivia Maragna became the youngest Australian to receive all three professional designations in her field: CA (Chartered Accountant Designation), Certified Financial Planner (CFP) and Self-Managed Super Fund Specialist Adviser certification. In 2012, Olivia was named the Association of Financial Advisers 2012 Adviser of the Year. Olivia currently serves as a judge for the Telstra Business Awards, is the finance columnist for Fairfax Media Publications, has a money segment on ABC radio and appears on Channel Nine talking money.


Emily O’Brien
Associate Director, Redchip

Emily O’Brien’s work as a commercial and estate planning lawyer involves restructuring her clients’ existing affairs to deliver asset protection or taxation advantages, supporting the acquisition or sale of businesses, and working with clients to develop plans for their business or personal situations.

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