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Australian Wealth Management Summit

This groundbreaking one-day conference being held on May 8 in Sydney will navigate the intricate landscape of domestic and global economic affairs and will set the stage for transformative change in wealth management.

Delegates will gain a profound understanding of the economic dynamics shaping the wealth management landscape and will provide an opportunity to explore the forces driving change in both domestic and global financial markets.

If you are attending the conference, be sure to pop by and say hi to the team and be sure to check out our morning keynote session with Dan Bower and Bill Keogh.

The art of cash management: Why banks don’t always want your money

Cash Management is not always what it seems. Banks want your money so they can lend it out, don’t they? Well yes, kind of but not always…they want it at their price not yours. Let us take you through the refined art of cash and money management and what banks really care about. More importantly let’s talk about how you can get the banks to work for you, not the other way around.

In this session Bill and Dan will discuss:

  • Term deposit accounts – what they actually are, how they differ, and why you need to look more broadly
  • When is an offered rate a real rate and when is it simply clickbait? We put a spotlight on the labyrinth of money management
  • Australia and US rate changes mean you can currently get better cash rates overseas, we take a look at strategies to help you access cash around the globe in real time.

Click here for more information on the conference and to register.