What does it mean by having a financial plan?Who needs a Self Managed Super Fund


Details
Understand how a Self Managed Super Fund will help you achieve your goals along the way.
Networking opportunities
Look forward to seeing you all online!
About the host-
Irene Chau, founder of Private Wealth Team has worked passionately in the wealth building industry for over 20 years. She is a trusted wealth advisor with compassion and integrity. She is a leading finance expert who looks after her clients’ personal finance meticulously and brings upon strategies which aims to achieve your long term goals.
Irene is a Certified Financial Planner, as well as a Self Managed Super Fund Expert. She holds the Master of Business Finance. Her thesis “ An Empirical Comparison Using Both the Term Structure of Interest Rates and Alternative Models in Pricing Options on 90-Day Bank Accepted Bill Futures” was published in the Journal of Finance in 1999.
Irene has previously worked in Goldman Sachs, a leading global investment bank. She has managed client portfolios in Citigroup, IOOF as well as ipac Securities and AMP.
Her clients come from all walks of life including but not limited to professionals, doctors, lecturers, business owners. She has provided numerous consultations to singles, couples, remarried couples, families, retirees and self-managed super funds.
Irene’s vision is to empower individuals to have a financial plan and build an entrepreneurial investing spirit early in life.
Testimonial
" Very attentive, knowledgeable and pleasant to deal with. Irene understands and communicates the issues of the day to day market for us on an excellent basis."
Eleanor G
" We want to thank Irene for her financial guidance over the years. You are an asset to anyone you will work with."
Rudi and Maria Halbmeier

What does it mean by having a financial plan?Who needs a Self Managed Super Fund