IOOF - Watch our four-part series

Recorded June2023

Having the right financial goals is important, but have you ever considered whether you have the right structures, systems and daily habits in place to help you successfully achieve them?

Many people don’t. And it’s one of the reasons holding them back from successfully creating more wealth in their lives.

Part 1 - Your money: Your habits

• Looks at your money habits, biases, values and how to train your mind to make more of your financial opportunities.

 Part 2 - Your money: Your system

• Developing a successful system, financial assets vs personal assets, debt and bucketing. Discover different ways to generate greater wealth.

 Part 3 - Your money: Your results

• Learn how cutting through the noise, being disciplined about your strategy and investing for the long term can positively affect your financial outcomes.

 Part 4 - Your money: Your super

• Your super can be one of your biggest financial assets. Learn how to fine-tune it to get it working at peak performance.

Helpful resources and support tools:

• Visit The Upworth Project for self-education content - ioof.com.au/theupworthproject
• Login to IOOF Online to check your account - ioof.com.au/login
• For important information about our product which you should know before using our services, please refer to our Financial Services Guide

 

Speak with your financial adviser or contact us 1800 913 118 or email us clientfirst@insigniafinancial.com.au