Join us for a free financial workshop to get the tools, information, and practical tips to help you build financial skills to manage your personal financial affairs.
Financial wellbeing is having the understanding and skills to deal with your day-to-day financial needs. To have control of your finances and financial security for the present and contingency for the future.
This workshop will provide an understanding of budgeting and cash flow, superannuation, mortgages and loans, online banking, insurance, and estate planning.
Let us know if you're interested in joining our free workshop.
Meet our speakers
Ivan Chait is an Australian Chartered Accountant and leading Australian Registered Migration Consultant. For the past 36 years, Ivan has assisted many migrants from all walks of life to relocate to Australia. Ivan is also one of the main migration consultants assisting the Sydney Jewish institutions and synagogues with their Australian visa requirements. By providing these migration services and working with migrants post-arrival, Ivan has experience with the problems which result from a lack of basic financial knowledge and literacy within the Sydney community.
Bryan Fine is a personal banking specialist with Westpac Bank in Bondi Junction. With a background in businesses from restaurants to pharmaceuticals, he moved into the financial services industry with Westpac in 2018. He is currently responsible for engaging with customers to determine their personal and business banking requirements. With a mission to provide quality service and understand customers’ needs, Bryan brings valuable knowledge of the provision and maintenance of savings, transactional and trust accounts; credit cards; personal loans; bank guarantees; insurance protection; home and business loan referrals.