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Start Investing for Outcomes
Hewison Private Wealth are pleased to present a 3-part webinar series on personal wealth creation and management for healthcare professionals (HCPs).

The first webinar session will provide HCP’s with education and investment insights from one of Australia’s leading, independent financial planning firms. In the first meeting of a three- part series we will explore:

· Shares, property, cash – it’s all so confusing. Where do you start?
· Diversification
· Asset allocation & rebalancing
· Income Protection Insurance. An investment in your most valuable asset; your ability to earn an income

There will be a focus on improving the financial literacy of HCP’s and an opportunity for Q&A.

Learning Outcomes:

1. Improve the financial literacy and knowledge of HCP’s
2. Understand the definition and benefits of a Self Managed Super Fund (SMSF) and at what point one should be established
3. Best investment options and practices for your stage of career and what a wealth accumulation pathway looks like
4. Understand the definitions of personal insurance types

The topics in the second and third webinars will be decided after the first webinar. We invite attendees to provide suggestions during and after the meeting on the specific topics of interest.
Apr 20, 2021 07:30 PM
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Speakers

Simon Curtain
Director / Private Client Adviser @Hewison Private Wealth
Simon Curtain is a Director and Private Client Adviser at Hewison Private Wealth. Simon has been with Hewison Private Wealth for 15 years and in 2020 was listed as one of Australia’s Top 100 Financial Advisers by The Australian, in conjunction with Barrons. Simon has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®). Simon has considerable experience in investment markets, superannuation, financial management, wealth creation and all facets of designing bespoke, objective based financial planning strategies. Simon actively manages and advises an array of clients including self-managed superannuation funds (SMSF), family groups looking to create multi-generational wealth, high income earning individuals, business owners and those on a pathway to retirement Simon’s longevity with the one wealth creation firm speaks to his personal values around integrity and ethics, these align perfectly with those of Hewison Private Wealth.
Marcus English
Private Client Adviser – Risk & Insurance @Hewison Private Wealth
Marcus English is a Private Client Adviser dedicated to providing risk and insurance advice at Hewison Private Wealth. Marcus knows that risk is an inherent part of life. And that’s why Marcus has accumulated considerable experience in designing insurance protection for both individuals and businesses. By utilising life insurance, total and permanent disablement insurance, income protection, and trauma insurance strategies, Marcus provides clients with income and wealth In order to effectively provide insurance for others, Marcus has an in-depth understanding of it. He takes the time to really get to know people and their needs and as part of Hewison Private Wealth offers insurance advice for a fee with all insurance commissions rebated directly back to the client. For him, it’s an essential step in developing the right solution and strategies, and one that can never be underestimated.
Dev Raga
General Practitioner and Personal Finance Enthusiast
Dev Raga is a GP who is in his 13th year of clinical practice, and 12th year of investing. He completed his medical school from University of Tasmania before returning to Melbourne to complete his internship at Royal Melbourne Hospital. After this he did 5+ years training in surgery before settling on General Practice, Emergency Medicine / Urgent Care Medicine as his final career choice. He is also a Deakin University Lecturer with a focus on the rural clinical school. Dev has been interested in personal finance ever since high school and medical school. He has put some basic principles of finance to work in his favour, and his investing time horizon is 40 years. He runs his podcast show: Dev Raga Personal Finance (https://anchor.fm/dev-raga---personal-finan), where he discusses basic financial principles and concepts with the aim of educating, empowering, and entertaining his listeners. He has a predominantly medical practitioner listenership.