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We all try to juggle work, friends, family, social expectations and our finances.
Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?
Planning for life and its ups and downs is the first step.
My name is Kirby Smith. I am a qualified financial planner with over twelve years’ experience in the industry. I currently work for Two Mile Bay Financial Planning in Torquay.
Over the last few years, I have noticed more clients who lack the basic knowledge and understanding of their financial affairs.
I was asked if I would consider running evenings to educate women with the aim to improve their financial literacy in areas such as the family budget, banking structure, superannuation, debt, insurance and estate planning. In 2016 I founded Women's Financial Education a course on the core elements of your finances.
You can meet with me one-on-one to discuss your personal finances through our financial planning arm or attend a General Advice workshop to improve your financial literacy.