The financial balancing act: enjoy today, secure tomorrow with Netwealth

Event information

This webinar is brought to you in partnership with Netwealth.

Join us for this practical session designed for established professionals navigating the balance between enjoying today and securing tomorrow. Mortgage vs Pension? Retirement goals? Providing for children? Home improvements? This session will explore how to prioritise competing demands while making tax-efficient, informed decisions. Through relatable real-life scenarios, clear frameworks and actionable guidance, attendees will gain the confidence to assess their current position, avoid common pitfalls, and take control of their financial future.

Key takeaways

• Clarity on priorities: understand how to balance debt reduction, pension planning and lifestyle choices.
• Practical decision-making tools: apply simple frameworks to model “what if” scenarios and plan ahead.
• Avoiding costly mistakes: identify common pitfalls, missed opportunities and the impact of inaction.

About the speakers

Matt Conradi, Deputy CEO,Head of Advisory & Client Proposition, Netwealth Over the past 15 years, Matt has worked with a wide range of clients and families to build their financial plans and manage their investments. As head of Client Advisory, he has helped to develop Netwealth’s proprietary wealth planning tools, financial advice and guidance services, so that clients can make more informed decisions about their financial futures. Prior to Netwealth, Matt was a portfolio manager for private clients, at Julius Baer and Merrill Lynch in London.

CPD hours

ICAEW's Continuing Professional Development (CPD) Regulations require a minimum number of hours and an ethics requirement. Attending this event could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the event booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.