Topic: Women Living Well – Achieving Financial Independence
Presented by Kate McCallum
Date: Tuesday 25 November 2025 at 7pm AEDT/4pm AWST
Register: https://www.eventbrite.com.au/e/1800535272469?aff=oddtdtcreator
INVESTMENT: AIK Ltd Members $36.00 plus booking fee/Friends of the AIK Ltd $41.00 plus booking fee.
BONUS – You will receive a copy of the ‘Joy of Money’ included in the event price.
This book will be posted to you after the event!!!!!
DURATION: 60 minutes including Q and A.
AIK LTD MEMBERS: 2 CPE Points.
Many women find themselves behind when it comes to financial independence. We earn less on average, take career breaks for caring responsibilities, and often retire with significantly less superannuation than men. But it doesn’t have to be this way.
This interactive presentation brings you practical, actionable strategies to take control of your financial future – no matter where you’re starting from.
Kate McCallum, award-winning financial adviser and co-author of the bestselling book The Joy of Money: The Australian Woman’s Guide to Financial Independence (with Julia Newbould), shares her expertise on:
– Small steps you can take today to build financial confidence
– Maximising your super – particularly with variable income or career breaks
– Avoiding the biggest money mistakes people make
– Understanding ‘conscious cashflow’ – and why it’s different from budgeting
– Investing smarter and protecting your assets
– Planning for the retirement life you really want
As Kate and Julia emphasise in their award-winning book: it’s important for everyone to pay attention to their financial situation, but it’s more vital for women. Women must better understand the options and possibilities available to them.
This engaging session includes opportunities for questions throughout via chat, plus dedicated Q&A time at the end. Whether you’re just starting your financial journey or looking to strengthen your position, you’ll leave with practical tips you can implement immediately.
Small steps can make a significant difference. Making decisions about money doesn’t need to be complex, confusing or hard.
About the Presenter:
Kate McCallum is an award-winning financial adviser and writer best known for her bestselling book, The Joy of Money.
With a career focused on helping people take control of their financial futures, Kate knows what works. She co-founded Multiforte Financial Services and grew it into a successful award-winning firm over nearly 19 years – and recently merged with a like-minded advisory firm, Lorica Partners. Her 30-year journey has included executive roles with major organisations including Westpac, BT Financial Group, State Street, and Commonwealth Bank. Kate now consults with Lorica Partners.
Kate is passionate about making money matters simple and achievable. She’s a sought-after speaker, a regular money expert on ABC Radio’s ‘On the Money’ segment, and contributes to leading financial media. Her superpower? Taking complex financial concepts and turning them into elegantly simple ideas that actually make sense.
Her book, The Joy of Money: The Australian Woman’s Guide to Financial Independence, co-authored with Julia Newbould, won the 2020 Australian Business Book Award for Personal Finance. It’s helped thousands of women build confidence and take charge of their money.
Qualifications and Credentials:
– Master of Commerce
– Bachelor of Arts (Honours)
– Graduate Diploma of Applied Finance and Investment
– Graduate Diploma Advanced Financial Planning
– SMSF Specialist Advisor
– AFA Female Excellence in Advice 2014 Award recipient
Outside of work, Kate is a keen ocean swimmer who loves skiing. She has recently taken up weight training. She’s a devoted fan of film, fashion and music, and loves nothing more than relaxing with family and friends.
Details:
INVESTMENT: AIK Ltd Members $36.00 plus booking fee/Friends of the AIK Ltd $41.00 plus booking fee.
BONUS – You will receive a copy of the ‘Joy of Money’ included in the event price. This book will be posted to you after the event!!!!!
DURATION: 60 minutes including Q and A.
AIK LTD MEMBERS: 2 CPE Points.
NOTE: If you are unable to make the live event, please register and you will receive a private recording link and support documentation, and the bonus of receiving a copy of the Joy of Money book posted to you after the event.
INVESTMENT: AIK Ltd Members $36.00 plus booking fee/Friends of the AIK Ltd $41.00 plus booking fee.
BONUS – You will receive a copy of the ‘Joy of Money’ included in the event price. This book will be posted to you after the event!!!!!
REGISTRATION: https://www.eventbrite.com.au/e/1800535272469?aff=oddtdtcreator
DURATION: 60 minutes including Q and A.
AIK LTD MEMBERS: 2 CPE Points.
NOTE: If you are unable to make the live event, please register and you will receive a private recording link and support documentation, and the bonus of receiving a copy of the Joy of Money book posted to you after the event.
For further information about AIK Ltd Events and Online Presentations, please email events@aik.org.au.