Financial Toolbox Series - Budgeting and Forecasting (Workshop 1)

Event Date: 
25 July 2016
Chartered Accountants ANZ
Level 11, 2 Mill Street

AmCham's Women in Leadership group, Chartered Accountants ANZ and Australian Institute of Company Directors are joining forces to deliver a Financial Tool Box series.

The aim of the workshops is to equip women with greater financial power through knowledge.

According to Roy Morgan research, a typical Australian woman holds barely more than half the superannuation savings of a man, and retires with a third less savings than her male friends. Women under 35 have little over half the average assets of their male counterparts, and the disparity in wealth between the genders across all age groups continues to grow. This limits women’s life choices and makes many women in violent or abusive relationships financially vulnerable.

The Women’s Financial Tool Box series will provide enjoyable, interactive and independent workshops, facilitated by some of Perth’s leading financial experts, to give you the tools you need to set yourself up financially and protect yourself into the future.

PART 1: Build Yourself Up

The first part of this two-part series focuses on how to build yourself up. By this, we mean how to get ahead of your own finances, take control of your spending and saving, and how to recognise and avoid common pitfalls. We will equip you with the financial knowledge and skills you need to become financially independent and in control. Our three workshop sessions will focus on a different aspect of your finances.

Each of our workshop sessions will commence with a presentation from a keynote expert followed by a discussion session that will see a number of skilled specialists assisting participants by giving focused pointers and answering specific questions to smaller tables of attendees, moving around the room at regular intervals.

Budgeting and Forecasting

Doing a budget and keeping on top of personal finances enables a person get off the treadmill of living from one pay packet or payment to the next. It helps sort out money priorities and find the right balance between spending and saving. A budget assists in paying off debts faster, planning for when your big bills are due, and saving up for a holiday or big purchase.

Our keynote presenters for this workshop are:

Deb Whiting FCA is Founder and Director of Utopia Financial Services, an organisation that provides independent, tailored tax, investment, financial planning and mortgage broking advice. She has tailored a unique business model around her dual accounting and financial planning specialisations to assist her clients in achieving their financial goals.

Peta Main is Director of Elite Management Consultants. Peta as a facilitator of leadership development, change management, and organisational development. Her facilitation style is dynamic and innovative, enabling her participants to gain insight and motivation to bring about change to their workplace. Peta’s primary focus is to work closely with her clients to attain their vision by achieving clear and precise objectives.

Don't miss this unique opportunity!

For more information or to register visit

AmCham, Chartered Accountants ANZ, AICD
08 9325 9540
Add event to my calendar