ZOM Living的动态

10 seats left. Join industry leaders at SCA (Vic's) next Roundtable: Strata Management and Financial Management' to explore effective financial strategies, budgeting practices, and opportunities tailored for strata communities. Enhance your financial planning skills to ensure sustainable and prosperous management of strata properties. ? Discussion Topics: Key financial management principles specific to strata management.? Strategies for maintaining the financial health of strata communities.? The difference between good and great financial management in Strata Management.? Effective strategies for managing debt and the implications of different debt structures.? The importance of setting proactive financial goals versus reactive budgets for optimal company performance.? How Owners Corporations can balance budget increases to address the cost-of-living crisis with maintaining community support, transparent communication, and comprehensive maintenance plans. A collaborative conversation with top industry experts. Panelists: Adam Bentick, Senior Relationship Manager (Macquarie Group) Ben Commerford, Managing Director (Binks & Associates Pty Ltd) John Botha, Director (Highrise Strata Management Strata) Friday 20 September 2024 9:30 AM - 11:30 AM Location CitiPower Centre (Junction Oval) Lakeside Dr, St Kilda Register https://lnkd.in/gbEzG6PQ

SCA (Vic) Roundtable: A collaborative conversation with industry experts. Theme: Strata Management and Financial Management. ? Discussion topics include: Key financial management principles specific to strata management. Strategies for maintaining the financial health of strata communities. The difference between good and great financial management in Strata Management. Effective strategies for managing debt and the implications of different debt structures. The importance of setting proactive financial goals versus reactive budgets for optimal company performance. How Owners Corporations can balance budget increases to address the cost-of-living crisis with maintaining community support, transparent communication, and comprehensive maintenance plans. Plus your questions to the panel. Panelists: Adam Bentick, Senior Relationship Manager (Macquarie Group) Ben Commerford, Managing Director (Binks & Associates Pty Ltd) John Botha, Director (Highrise Strata Management) . When Friday 20 September 2024 9:30 AM - 11:30 AM Location CitiPower Centre (Junction Oval) Lakeside Dr, St Kilda Register now Members $98 Non-Members $198 https://lnkd.in/gbEzG6PQ

SCA (Vic) Roundtable: A collaborative conversation with industry experts. Theme: Strata Management and Financial Management. Discussion topics include: Key financial management principles specific to strata management. Strategies for maintaining the financial health of strata communities. The difference between good and great financial management in Strata Management. Effective strategies for managing debt and the implications of different debt structures. The importance of setting proactive financial goals versus reactive budgets for optimal company performance. How Owners Corporations can balance budget increases to address the cost-of-living crisis with maintaining community support, transparent communication, and comprehensive maintenance plans. Plus your questions to the panel. Panelists: Adam Bentick, Senior Relationship Manager (Macquarie Group) Ben Commerford, Managing Director (Binks & Associates Pty Ltd) John Botha, Director (Highrise Strata Management) . When Friday 20 September 2024 9:30 AM - 11:30 AM Location CitiPower Centre (Junction Oval) Lakeside Dr, St Kilda Register now Members $98 Non-Members $198 https://lnkd.in/gbEzG6PQ

Evelyn Partners has strengthened its presence in the South of England with the appointment of Matt Dickens as financial planning director. Dickens will be an essential part of the financial planning team and work mainly from Evelyn Partners’ Bournemouth and Southampton offices. He previously spent over a decade at The Ingenious Group, a specialist investment manager. Story by Darius McQuaid below: #financialadvice #financialplanning #finance #advisers #business

Welcome to Steadmont Advisors, an independent wealth management firm serving successful individuals and families with a holistic approach to managing their financial future. We help our clients build a clear understanding of their financial journey, simplify their financial decision-making, and plan for the road ahead. Follow us to learn more about our firm and how we can work together. #wealthmanagement #investmentmanagement #financialplanning #Vestavia #Birmingham #Alabama #AL #BirminghamFinance #WealthManagement #InvestmentManagement #FinancialPlanning #FinancialFuture #RIA #Steadmont #SteadmontAdvisors

I am shocked by how many #finanicaladvisors don't have a succession plan. There are so many resources to help you. If you don't know where to start or if you have questions, reach out. I am happy to assist. #successionplan #financialplanner

Don't miss our on-demand webinar. Discover the keys to success in property management. Crown Bay Group has a proven track record of success, and we can help you achieve your financial goals. OUR PERFORMANCE ? 3,949+ Units? ? $325M+ Total Value? ? $92M+ Investor Equity? ? 20+ Deals ?? Click the link to get the webinar. https://lnkd.in/dhbA3RDU #realestateinvesting #propertymanagement #investmentreturns #tenantsatisfaction #riskmanagement #realestatesuccess

#CaseStudy Don built his company from the ground up, and now he is ready to explore the next chapter by selling his business. But this is not just any transaction for him – it is a pivotal moment that requires careful planning and expert guidance. Here is how Thornwood Financial helped Don navigate this major milestone: ? Exit Strategy ? Managing the Dream Team ? Tax-Efficient Strategies ? Post-Sale Financial Planning ? Investment Portfolio Management ? Business Valuation If you are thinking about selling your business or simply want to explore your options, let’s talk about how we can help you. ?? https://lnkd.in/gP4DWr2d #ThornwoodFinancial #Thornwood #SolutionOriented #Chicago #Illinois #Huntley #Racine #SunCity #BusinessOwner #ExitStrategy #ThornwoodFinancial #WealthManagement

Happy Friday from Moran Wealth Management. We're 1 week into the Summer Holidays, although the weather seems to be disagreeing! ??? We're glad to have Director, Nicola Crosbie and our Business Strategist, Emma Thomson back in the office after their well-earned break! ? Considering it's summer, there couldn't be a better time to schedule your financial review meeting with Nicola Crosbie. Let's make the most of this season. ?? #FinancialPlanning #SummerReview

Thank you for your kind words, Matt. Your trust in Ur Wealth Advisory truly motivates us to strive for excellence every day. We are grateful to have you as a client and appreciate the inspiration you provide. #Grateful #ClientAppreciation #FinanceGoals #PropertyInvestment #MortgageBroker #WealthCreation #FinancialPlanning #RealEstate #ClientSuccess #HappyClients