The Fortuna Insights Seminar 2020

Post COVID-19 Funding

Are you ready for what will happen next when the government funding stops? Melvyn Gilbert presents on how to anticipate trends and proactively plan ensuring that your business is positioned for success by identifying opportunities and risks when the next economic wave hits WA: post-government funding.

Key Take-Aways:

• Nip the bud on your business and get it on track before the stimulus ends

• Prepare for opportunities in the next economic wave: Post CoVid19 funding

• Be aware of the financial and non-financial risks that will be present and how to respond to them

Presented by: Melvyn Gilbert, Associate Director

A qualified CPA with 2 Masters degrees and 15 years of international experience, Melvyn specializes in Business Strategies and Compliance, Accounting & Australian Tax. Some of his Australian career highlights include:

• IABCA Young Professional Award 2019 (National) finalist; acknowledgement received from Hon Scott Morison MP, Prime Minister of Australia

• Integrated Thinking and development of Sustainable Business Structures

• Contribution to WA Parliamentary Committee on 'Enquiry into Economic Relationship between WA and the Republic of India'

• Former Adjunct Lecturer (Accounting), Edith Cowan University

• Director -Treasurer of Fortuna Foundation, an ACNC Registered and DGR approved Not-for-Profit

• 'National Youth Influencer 2020' with strong connections nationally and internationally

• Public speaking at various universities, business associations/ councils and industry/ professional bodies

Fortuna Insights Seminar 2020 - Post COVID19 Funding-1

Standard vs Testamentary Wills: Which one Will you choose?

Standard vs Testamentary Wills - is your will comprehensive and effective? Nathan Sgro, Lawyer at Fortuna Legal, talks about what is required to ensure that your legacy is passed on just as you intended.
Key Take-Aways:
- the pitfalls of preparing post-office or home made wills and the benefits of seeking the advice of a qualified Estate Planning professional who can guide you in preparing a Will that is tailored to your personal and financial circumstances.
- why a “one size fits all” approach to your Estate Planning is a dangerous exercise. - the features and benefits of a standard will and a more complex testamentary trust will.
Presented by: Nathan Sgro, Lawyer Nathan was admitted to practice in the Supreme Court of Western Australia in 2011.
 He passionately works closely with his clients to achieve a broad range of legal and commercial objectives. He is especially skilled in providing clients with pragmatic solutions and explaining legal concepts in plain language. Having worked in a number of reputable boutique and medium-size law firms in Western Australia, Nathan has considerable experience across a diverse range of practice areas including Commercial Contracts, Business Acquisitions, Intellectual Property, Estate Planning, Estate Administration and Property.
Fortuna Insights Seminar -  Standard vs Testamentary Wills_ Which one Will you choose_

 

Shift in thinking: How to manage personal wealth during COVID-19

With the next economic wave expected to hit when the government funding stops, it is helpful to understand the shifts that are taking place in the market and to take advantage of opportunities to grow your wealth.
Key Take-Aways:
- The type of changes that people are making to their spending habits to help loosen the budget belt
- What we have seen with clients portfolio and their concerns around the market volatility that COVID has presented
- Some of the strategies you can implement to take advantage of the current climate.
Presented by: Louise Davies, Senior Financial Advisor
Louise has been in the financial services industry since 2004. She thrives on providing holistic advice to her clients and enjoys guiding them along the journey of each life stage. Louise has a Bachelor of Commerce degree majoring in Financial Planning and Accounting. Over her career, Louise has been a highly sought guest speaker at many public events and in the media, some of which include; Today Tonight, The Every Women Expo, Secrets in the Garden, The Sattler Files and BumpWA.
The Fortuna Insights Seminar - Shift in thinking_ How to manage personal wealth during COVID19
 
How to finance your business and alternative measures

All around us, we expect to see many businesses challenged with cashflow and funding issues when the government funding stops. With the next economic wave expected to hit us, we would like to help our clients to best prepare for this change. This video explains the shifts that are taking place in the market and to know what your alternatives are so that you can effectively manage your business.

Key Take-Aways:

- What are some ways that businesses are currently financing their operations?

- What are some alternative methods and strategies that you can consider to raise finance?

- If you were to find opportunities in acquisition and mergers, how can you be best prepared to fund this venture?

Presented by: Eric Moroni, Broking Consultant

Eric has over 30 years of working experience in corporate roles within the Banking & Financial Services sector, which allows him to provide tailored financial solutions based on understanding client needs now and into the future. His corporate experience includes working as WA State Manager for Commercial Broking at the Commonwealth Bank and more recently at Bankwest as the Regional Sales Manager for Commercial Acquisition. With this experience, he determines the best banking options available for clients within the ever-changing financial services market.

The Fortuna Insights Seminar - How to finance your business and alternative measures