Focusing on Financial Wellness – Sydney

location

North Sydney

date & time

14/05/2019 - 12:30 pm to 2:00 pm

Continuing our theme of creating better workplaces, the Institute of Managers and Leaders and event partner Dixon Advisory are pleased to invite you to an event that will focus on financial wellness and its impact on individuals in the workplace. So, when you consider two in five Australians experience financial stress across their lifetime, this not only creates an ongoing problem for employers, but their employees as well.

Research shows:

― of those employees experiencing financial stress in their working lives, this will last on average for 6.4 years or more.

―Financially stressed employees are less engaged at work and more likely to under-perform and take additional time off

―the financial impact for Australian businesses is $31.1 billion annually.

Join industry experts from Dixon Advisory’s leadership team Lee Eaton and Mimi Gomez to learn how you can positively impact the stress and financial wellness of your team and colleagues through improved levels of financial literacy.

This session will:

  • highlight some of the top causes of financial stress
  • explore potential financial strategies that could help manage these stressors effectively
  • identify decision-making triggers that may cause financial stress
  • discuss what resources and considerations are open to you as an organisational leader.

In today’s constantly evolving financial and investment environment, having financial literacy and wellness programs in place for you and your employees can offer a range of mutually beneficial outcomes.

This session is complimentary and exclusive to IML members, catering provided.

Event Partner:

Lee Eaton
Director | Family Wealth Management Team | Dixon Advisory
 Lee Eaton brings his considerable expertise in financial planning strategies, personal tax effective strategies, super and retirement planning, wealth accumulation strategies and insurance to support Dixon Advisory clients with the highest standard of service and advice. He also oversees internal training and development of staff.

Lee believes that clients benefit from the firm’s fee-for-service approach. Lee’s approach to financial advisory is to explain strategies in an easy-to-understand, jargon-free manner and develop ongoing strategies with clients that will benefit them in the long term. 

Lee previously helped build the firm’s Canberra business including developing greater insurance capabilities for clients and improving internal systems to improve service delivery. He began his tenure at Dixon Advisory as part of the firm’s renowned graduate program after completing an academic internship with the Department of Foreign Affairs.

Lee is a CFP, holds a Graduate Diploma in Financial Planning (Financial Services Institute of Australasia), and both a Bachelor of Commerce (Finance and International Business) and Bachelor of Asian Studies from the Australian National University. 

Mimi Gomez
Executive Wealth Adviser | Dixon Advisory
Mimi Gomez is an executive wealth adviser with a passion for empowering her clients to better understand and manage their personal finances by making confident decisions.

A key part of her role is to provide information on Dixon Advisory’s services to determine how we can help clients through the firm’s broad range of capabilities. Mimi also provides strategic financial advice on strategies relating to retirement planning, wealth accumulation, superannuation and personal tax effective strategies.

Before joining Dixon Advisory, Mimi worked for an online organisation which focused on delivering independent investment research and portfolio tracking tools for self-directed investors.

Mimi has completed a Diploma of Financial Planning from Kaplan and has attained her Certified Financial Planner accreditation from the Financial Planning Association of Australia. She also holds a Bachelor of Commerce with Distinction majoring in Financial Services from the Australian Catholic University.

 

Venue:  

,

Address:
Lvl 15, 100 Pacific Highway, North Sydney, New South Wales, Australia