Seminar: Is cash your friend or foe?

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Over the past few months, a number of clients have questioned the appalling rates their cash is getting from banks. With inflation at an all time high (3.5%) investors who have money in cash or term deposits are actually going backwards.

We have teamed up with Ben Lucas from Challenger, Danial Moradi from Lonsec and Desley Ryan, a Tweed Coast local travel agent along with our own Paul Jackson who will provide insight into how you can make your cash work harder for you and the different options available

Morning tea provided.


Paul Jackson

Local boy, born and bred, Paul has been advising clients on their financial wellbeing for 20 years. With a background in accounting, Paul endeavours to investigate tax saving strategies to further improve his clients’ financial position – whether it be with superannuation, retirement planning, aged care or investments.

Ben Lucas

Benjamin Lucas is a retirement income and aged care expert with over 15 years’ experience in financial services. Benjamin holds qualifications in both Financial Planning and Applied Finance.

Dan Moradi

Danial is currently responsible for the management of Lonsec’s listed portfolios. As a member of Lonsec’s Asset allocation, Manger section and Direct Equity Investment Committees, Danial provides advice and input into model portfolio construction and asset allocation decisions.

Desley Ryan

Desley is a travel consultant with MTA Travel Agents, a home based agency with 450 consultants Australia Wide. Desley has been in the Travel Industry for just over 60 years, covering all travel requirements be it air, cruise, land tours and accommodation – both Domestic and Internationally.


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