Financial Wellness Series
Personal Wealth Management Workshops
‘People perish because of a lack of knowledge.’ The lack of financial knowledge and poor planning are among the key factors that are responsible for the on-going financial pressure, poor living standards, and career dissatisfaction often experienced by many corporate employees, public servants, business executives, and entrepreneurs. And these conditions often affect the motivation, and hence the productivity of these individuals in their workplaces.
This wellness series is designed for working professionals and individuals and is geared towards empowering individuals to manage their personal finances and create wealth.
To be presented by Simonis Storm Securities Wealth managers:
Bruce Hansen | Managing Director - Simonis Storm Securities
Bruce has a Master’s degree in Economics and an MBA from Oxford Brooks University. He was the Director of the Simonis Storm Money Market from 2006 to 2015 and currently serves as a director on the board of the Namibian Stock Exchange (NSX).
Personal Wealth Management - Part 1
The Love of Money – our relationship with money
Without understanding money and our relationship with money, it can become a hard task master and, like a leaf caught up in a whirlwind, we get swept into a mindless pursuit of things we do not need and financial freedom remains an unreachable dream.
CPD Hours: 3.5
Topics include:
- Financial planning principles
- Financial Freedom
- Wealth creation versus lifestyle
- Getting wealthy versus staying wealthy
- Contentment
- Is there anything for free?
- Money and Relationships
- Financial blunders to dodge
Date: 25 April 2024
Time: 08h30 to 12h00
Venue: PwC Business School, 344 Independence Ave, Windhoek
Cost (incl VAT): N$1,500 (including refreshments)
CPD Hours: 3.5
PayToday is available for Business School event registration and payment. Just browse PwC on the PayToday App and select the PwC Business School for your payment.
Registrations close 18 April 2024. For logistical purposes registrations will close at 15h00.
"Knowledgeable, excellent communicator, eloquent speaker."
Personal Wealth Management - Part 2
On what do I build? - The Five Pillars of Wealth
Each of us is unique and our issues around finances will be different, but almost all of us have the same expectation when it comes to money: that it will provide us with financial freedom. Unfortunately, this expectation is rarely fulfilled: less than 10% of any country’s population will achieve this goal. Although it is not easy to be financially free, it is certainly not beyond your reach.
CPD Hours: 3.5
Topics include:
- Where am I going – have a road map
- Financial goal-setting
- Wealth Preservation
- Wealth Protection
- Wealth Enhancement
- Legacy/Succession
- Wealth Mindset
Date: 22 May 2024
Time: 08h30 to 12h00
Venue: PwC Business School, 344 Independence Ave, Windhoek
Cost (incl VAT): N$1,500 (including refreshments)
CPD Hours: 3.5
PayToday is available for Business School event registration and payment. Just browse PwC on the PayToday App and select the PwC Business School for your payment.
Registrations close 15 May 2024. For logistical purposes registrations will close at 15h00.
Personal Wealth Management - Part 3
Economic and Investment Environment – the Impact on my Financial wellness
Alfred Marshall, the famous British economist, defined economics as “a study of mankind in the ordinary business of life”. This frequently quoted definition indicates that economics is concerned with virtually every aspect of human existence.
Have you considered how the economic key indicators impact your wealth management and personal financial wellness? Having a better understanding will assist with your planning.
CPD Hours: 3.5
Topics include:
The basic economic model
Investing and the business cycle
Economic indicators
Fiscal and Monetary policy
Investment instruments
Investment options
Date: 27 June 2024
Time: 08h30 to 12h00
Venue: PwC Business School, 344 Independence Ave, Windhoek
Cost (incl VAT): N$1,500 (including refreshments)
CPD Hours: 3.5
PayToday is available for Business School event registration and payment. Just browse PwC on the PayToday App and select the PwC Business School for your payment.
Registrations close 20 June 2024. For logistical purposes registrations will close at 15h00.
"Thanks Bruce, you encouraged me to think outside the box!"
Registrations for the entire series at a discounted price and secure your seat for the monthly workshops
Dates: 25 April, 22 May 2024, Part 3 - TBA
Venue: PwC Business School, 344 Independence Ave, Windhoek, Namibia
Time: 08h30 – 12h00
Cost: N$ 4,000 (incl VAT) (including refreshments) for all three sessions
No virtual attendance option available
PayToday is available for Business School event registration and payment. Just browse PwC on the PayToday App and select the PwC Business School for your payment.
Registrations close 18 April 2024. For logistical purposes registrations will close at 15h00.
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