Is Your Cash Working As Hard As You?
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 Published On Sep 4, 2023

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🚀 Are you a business owner looking to supercharge your financial success and secure your future? Join us for an exclusive presentation, "Is Your Cash Working as Hard as You?", recorded at the Cash Is King live stream event held by @OutcomesBusinessGroup earlier this year.

In this engaging session, Joel Hewish, CEO & Chief Investment Officer at United Global Capital, reveals the strategies employed by high-net-worth individuals and successful family offices to build personal wealth alongside their businesses.

Highlights of the presentation:

1️⃣ Wealth Creation Strategies: Discover powerful techniques employed by high net worth individuals to grow their personal fortunes beyond their businesses.

2️⃣ Return on Returns: Explore opportunities to generate returns on the profits derived from your business, maximising the potential of your wealth.

3️⃣ Intelligent Investments and Wealth-Building Practices: Gain valuable insights into the daily strategies utilised by UGC for its clients, helping them effectively grow their personal wealth.

4️⃣ Transitioning from a Cash Business to Diversified Investments: Unravel the complexities involved in shifting from a cash-focused business to building a diversified investment portfolio.

5️⃣ Asset Diversification: Recognise the significance of spreading investments across various asset classes, including real estate, stocks, bonds, and alternative investments. Explore proven methods to mitigate risk and achieve a well-balanced portfolio capable of weathering economic fluctuations.

6️⃣ Risk Mitigation: Understand how diversifying your wealth not only enhances its growth potential but also safeguards you against unforeseen circumstances. Reduce reliance on a single business and acquire the skills to navigate potential setbacks with confidence.

7️⃣ Personal Financial Planning: Discover insightful tips and small changes that can revolutionise your financial planning as a business owner. Tailor your strategies to effectively meet your specific needs and unlock the potential for substantial future wealth.

Don't miss this opportunity to take control of your financial future. Whether you're a seasoned entrepreneur or just starting your business journey, this presentation offers valuable insights to help you build and protect your wealth.

#BusinessOwners #FinancialSuccess #WealthBuilding #InvestmentStrategies #JoelHewish #UnitedGlobalCapital #UGC

0:00 Introduction
4:19 Business In Australia
6:15 State By State Churn of Business
6:40 Survival Rate of Australian Businesses
7:54 Selling A Business
9:32 Thinking About Retirement
13:27 Retirement States – Today
15:02 What Retirement Really Looks Like
16:33 Retirement Stats In 20 Years
17:29 Future Is Highly Uncertain
22:00 Key Wealth Building Blocks
22:55 Savings
30:49 Investing
32:17 RESI vs Commercial
35:27 Value vs Growth
40:18 Cycle & Dollar Cost Averaging
43:18 How The Ultra Rich Invest
45:05 Diversification & Volatility
49:32 Leverage
51:45 Taxation
54:53 Risk Management
57:14 Succession
58:14 Management & Review
1:00:18 What To Do Now

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