Wednesday, October 21, 2015

Diversity and Leverage your Investment Income Expert guest speakers

Each year Out of the Box Biz has an 'Investment theme' because I am passionate about not only supporting business professionals to succeed in their working/business life but also to encourage to make sure they 'haven't got all their eggs in one basket' in terms of generating wealth over the long term therefore I am committed to present one meeting a year that focuses on ways to grow and leverage your income from your business or employer to 'take care of you'.

This year we have 3 expert guest speakers the evening will follow the following structure:

Financial Planning presented by Ian von Berg discussing Financial Planning and the importance of a Financial Plan, using his software to demonstrate some investment strategies which include direct Share and Property investment; Cameron has Bachelor of Commerce, majoring in Corporate and Investment Finance (Curtin), Diploma of Financial Services (FINSIA) and is also Exchange Traded Options accredited (ADA1 Kaplan). Stockbroking presented by Cameron Prunster will then speak about Equity Investment; and 
Property Investment presented by Paul Masten discussing Property Investment including 

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  • The value of financial advice
  • Being able to evaluate different strategies the achieve better outcomes
  • Why invest in general 
  • Essentials of investing 
  • Why shares are an important part of your asset allocation 
  • Participants in the share market 
  • Types of brokers and where Argonaut fits in
  • The importance of your own unique circumstances 
  • Examples of types of different portfolios
  • Value investing, Argonaut advantage
  • General risks, pitfalls and mistakes to avoid 
  • Key investment themes we see over the short, medium, long term
  • Why you should use an advisor
  • Introduction
  • Glossary of Terms
  • Overview of Australian and Western Australian Property Market
  • Types of Property Investment
  • "Purchase, Renovate, Subdivide, Flip" Property Investment Strategy
  • Review of current Property Investments available
  • Property Tip
  • Conclusion

About our speakers:

Ian von Berg
Ian established his own business, Wealthguide Australia in June 2009 and provides advice to individuals on how they can structure and manage their financial affairs.
Previously Ian spent 17 years working for Perpetual Trustees in an advisory role which has provided a considerable depth of knowledge in estate planning.
His expertise lies in providing strategic advice in areas such as superannuation, investment, retirement planning and insurance protection.
Ian’s primary objective is to provide a professional and ethical service to his clients on a fee for service basis.

He is a member of the Financial Planning Association of Australia and holds the following qualifications:
·       Graduate Diploma in Applied Finance & Investment
·       Diploma of Financial Planning
·       Certified Financial Planner

Cameron Prunster

Cameron specialises in small to mid-cap resource stocks, providing advice and trade execution for high net worth individuals and corporate clients, while also assisting small to mid-cap resource companies in raising capital.
Cameron joined Argonaut in 2010 and is a key member of their Private Client dealing team.

Paul Masten

LLB is the Principal of Fremantle based boutique Property and Resource consultancy, Greater Australasian Capital.  Having previously worked as a Commercial and Property Lawyer, Paul has advised and worked with some of Western Australia's largest property developers and has been involved directly with property investment and development for over 20 years.  Property is Paul's commercial passion and he has a wide range of experience in property development and investment.  Greater Australasian Capital assists clients with Property Investment strategy and implementation.

Friday, October 16, 2015

Big Corporations it is Time to Get Real

It is time that large organisations realised the importance and value of their individual clients. That they contribute to their income, therefore turnover, profit and employee salaries no matter how small the contribution of each individual client it all adds up.

What kinds of organisations am I referring too? Those in industries such as Telecommunications, Banking, Finance, Insurance and many, many more.

How can organisations providing services that affect people's lives behave like they don't value or communicate in a courteous manner with individual clients rather they choose to 'treat them like a number'?

What gives them the right to train their staff, particularly call centres, to refuse service through their actions of not understanding the concept of helping their paying clients and go into 'text book quote responses' assuming the client is trying to 'scam' or 'get away with something'. There is often no demonstration of empathy or understanding when there is an upset, confused individual trying to do the right thing and trying to find the right answers. Why do they have the attitude that the individual client is 'the enemy. Don't they realise without these clients they wouldn't exist?

They appear to have lost sight that their clients are not an expert in their industry and are often confused plus don't understand the 'lingo' which is why they are reaching out trying to communicate to seek answers.

It is time that the power of the individual person was honoured and if a corporation has a monopoly on a service and it is known by each and every individual person that they take a stand and say NO to being treated disrespectfully and inappropriately.

This behaviour is called bullying in the playground. Why do we as a society tolerate this attitude in large, powerful organisations?

I believe in the power of the people. I believe in the importance and value of face-to-face communication. I am not suggesting to express your discontent in an aggressive or violent manner but just where you spend your dollar and advising in a calm, measured manner.

I also don't blame the individual staff working for these organisations this is a reflection of the whole organisational structure and needs to be addressed on all levels.

I challenge all consumers to commit to 'shopping around' on an annual basis and change service providers if you find a better deal because the majority are setup to 'chase new business' rather than nurture existing clients until they start nurturing and valuing long term clients.

And I challenge all those that work or train or supervise or manage or direct in a large corporation to be open to change and hear what I have to say in my 20 minute presentation on The Lost Art of Face-to-Face Communication' on how they can transform their culture and daily working lives to one of joy and meaning.

Monday, October 5, 2015

Thank you to Narelle Manser-Smith

We are very grateful and wish to acknowledge Narelle Manser-Smith for her generous support of our Crowd Funding Project - Go National - Upgrade Our Look by providing the venue for our Thank you for pledging private function for all those that have pledged on 8 November 2015.

Day's End

Day's End

At the end of the working day, traffic forms a ruby-red life-force of its own, as it traverse the city. Oblivious to the beauty they create, each driver is trapped in their own pod, eager for those infront of them to continue their journey. The silent observer appreciates the glossy jewels unravelling like treasures from afar.

RRP $2200

All those that pledge $5 or more to our Crowd Funding project receive an invitation to our private function held at Narelle's home. To pledge go here

Thank you to Sylvia Marina

We are very grateful and wish to acknowledge Sylvia Marina for her generous support of our Crowd Funding Project - Go National - Upgrade Our Look with the donation of copies of her brand new book co-authored Promises


Putting yourself into the heart of the matter

RRP $20

Available now with 3 other books in our Life Balance Book Bundle here

Thank you to Sue Papadoulis

We are very grateful and wish to acknowledge Sue Papadoulis for her generous support of our Crowd Funding Project - Go National - Upgrade Our Look with the donation of copies of the book she co-authored Align, Expand, Succeed an Amazon best seller

Align, Expand and Succeed

Align, Expand and Succeed shows how important it is for entre­preneurs to shift their inner game if they want to experience outer success. This collection of heartfelt stories reveals the wisdom and truth of what it takes to align your career with your soul while inspiring you to get into action in new and rewarding ways. In these pages, the authors outline powerful strategies that will streamline your goals of using your business as a vessel to both achieve success and to positively impact the world.

RRP $20

Available now with 3 other books in our Life Balance Book Bundle here