Ray Trevisan

Blog by Ray Trevisan

IFPA Conference - Dollars & Making Sense 4 Jul 2023
Topics include succession planning, Crypto currency, mental health, compliance & regulatory as well as a number of legislative and tax updates. Sounds dry? Not if you're keen to save time and money!
04 Jul 2023 09:00:00 - Comment(s)
Voting at Shareholder AGMs - Dollars & Making Sense 27 Jun 2023
Today we chat with Steven Mabb, Chair at the ASA about this valuable service provided by this not-for-profit advocacy group, and how it might be of value to investors, large and small, beginners and seasoned. Here Steven talk about the good and the not-so-good companies out there.
27 Jun 2023 09:00:00 - Comment(s)
Contesting a Will - Dollars & Making Sense 20 Jun 2023
You believe you're entitled to a share of some's estate, and yet you're in the dark or worse still, you're not in the will at all. What do you next? We work through a myriad of situations, some awkward, some easy on what to do if you're going to contest a will.
20 Jun 2023 09:00:00 - Comment(s)
Shareholder Advocacy - Dollars & Making Sense 13 Jun 2023
Fiona's area of expertise focuses on ESG (environment, social & governance) policy, and presenting their views to company boards, government and the general public. Tune in to find out what's on Fiona and the ASA's radar next.
13 Jun 2023 09:00:00 - Comment(s)
Buyers Agents - Dollars & Making Sense 6 June 2023
Engaging a buyer's agent will help you buy your family home or investment property. The benefits could potentially outweigh the initial costs by quite some. Scotty has extensive experience in the field and during our show he explains how buyers agents operate and save.
06 Jun 2023 09:00:00 - Comment(s)