Audit Wales’ Post

🔍 Discover the critical financial health risks for civil society organizations in our latest blog entry. Learn about common pitfalls like single-person management, lack of communication, and overreliance on one donor. Equip your organization with the knowledge to manage resources effectively and ensure long-term sustainability. #FinancialHealth #CSOs #Sustainability #ColectivoMeta #COMETA 🚀✨ https://lnkd.in/dRvBgDmd

Registration is now open for our Indigenous Financial Capacity Conference held at the RBC Convention Centre in Winnipeg. This is a 3 part conference series where each conference is tailored to different roles within your organization to build overall financial capacity. - Part 1: Financial Foundations - November 19th & 20th, 2024 This is designed to empower members of Indigenous finance teams by providing them with the essential knowledge and tools to make informed financial decisions. Part 2: Roadmap to Budgeting & Reporting - March 5th & 6th, 2025 This is a must-attend event for mid-level finance professionals and program managers in Indigenous organizations. This two-day conference will empower participants with the essential tools and confidence to excel in financial planning, budgeting, and ISC program reporting, enabling them to lead their organizations to greater financial success. Part 3: Proposal & Grant Writing - May 12th & 13th, 2025 This conference will provide participants with the skills and strategies needed to secure funding for their communities and organizations. The event will guide attendees through the entire process of crafting compelling proposals and grant applications tailored specifically to the needs and priorities of Indigenous organizations. By attending, participants will gain practical insights and tools to confidently navigate the competitive world of grants and funding, ensuring their projects receive the support they deserve. Register for all 3 and save $290! Don’t miss this opportunity to enhance your financial capabilities and connect with a supportive network of peers. Registration & Agendas 👉 https://lnkd.in/g4YnhsRy #morrisinteractive #itstartswithpeople #commitmentconnectionchang #financialsuccess #indigenouscapacitydevelopment #proposalgrantwriting #budgetingreporting #winnipegevents #professionaldevelopment

World Financial Planning Day on 9 October 2024 Each year, the global 🌍 financial planning community comes together to celebrate World Financial Planning Day, raising awareness of the importance of financial planning, having a financial plan, and working with a financial planner committed to upholding the highest standards of competency, ethics, and putting clients’ interests first. This year, South Africa 🇿🇦 will observe Financial Planning Week from the 7th to the 11th of October, with World Financial Planning Day taking place on the 9th of October. During this week, we will also support World Investor Week, an initiative by the International Organization of Securities Commissions (IOSCO), alongside the Financial Planning Standards Board’s (FPSB) World Financial Planning Day. Last year, FPSB and its network reached out to more than 559 million people through media coverage, financial education events and social media as 21 territories around the world united to celebrate World Financial Planning Day. Our initiatives will also focus on educating and empowering consumers to make better financial decisions. Let’s unite to promote Financial Planning Week! This exciting annual initiative aims to make a meaningful difference in the lives of South Africans, while also raising awareness of the CFP®, FSA™, and RFP™ designations, and the importance of professional financial planning and advice. 💥 What can you do support this initiative? Speak to a loved one, a family member, a friend or a colleague about the importance of financial planning. Share your experience and consider introducing them to a CFP ® Professional. It may just change their financial lives forever. 🚀 We assist clients in achieving the financially successful life they want to achieve by advising on: 📈 Investments, including 🌍 offshore 💴💶💷 using the most cost-and tax effective structures 📝 Tax planning, optimization of investments 🏦Risk planning including life insurance and income protection 🪦 Wills & Estate Planning 👩🏻⚖️ Legal structures, including Trusts (on shore 🇿🇦 and offshore 🌎 ) WhatsApp 0828644544 Jaco van Schalkwyk CFP® Professional. Petrus Jansen van Rensburg CFP® Professional. Plan-B BlueStar. Plan-B BlueStar Sanlam Glacier by Sanlam Chrischane Bouwer Jolene Stokes Thea van Schalkwyk Petrus Jansen van Rensburg Marcel Theunissen The Financial Planning Institute SA #WorldFinancialPlanningDay2024 #FinancialPlanning

Great Ideas for Financial Transparency: Clear Definitions Matter Is it just me, or has the Australian government done an incredible job with its tax receipt breakdown? My daughter, recently in Australia on a work holiday visa, received in the mail, a detailed statement showing exactly how her taxes were allocated. It featured a stunning visual bar graph that made it so easy to see where her contributions went! She was so impressed that she shared it with me! It got me thinking—whether you're reviewing government spending or a nonprofit’s annual report, understanding the numbers is essential. At Toronto Waldorf School Foundation, we strive to provide clear financial reporting for our donors, and it’s important that you fully understand the impact of your generosity. Here are a few key terms that can help you navigate what you’re seeing in any financial statement: Unrealized Gains/Losses: These represent potential profits or losses from investments that haven’t been sold yet. Think of them as “on paper” gains. Investment Income: This refers to the actual cash earned from dividends, interest, or other returns, which is critical for supporting programs and initiatives. Operating Expenses: These are the day-to-day costs required to run the organization smoothly, ensuring that services and programs continue uninterrupted. When you know the terminology, even the most complex financial reports become clear. Transparency is key, and we're proud to keep you informed! Check out the Australian example and please share other examples for financial clarity. https://lnkd.in/gQMggqY7

The 2 paths for licensees in implementing DBFO: With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it as an opportunity to pivot their business. https://bit.ly/47JQPLy

The 2 paths for licensees in implementing DBFO: With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it as an opportunity to pivot their business. https://bit.ly/47JQPLy

🚨 New Read Alert! Advice-Guidance Review! 🚨 In a world where financial discussions often seem to orbit the wealthiest 8%, it's easy to forget the pressing realities of the majority. 🌍💼 Our latest blog dives deep into the heart of this issue, challenging the prevailing narrative in the financial advice industry. At a time when the cost of living crisis squeezes us tighter, the call for financial inclusivity has never been louder. 📣 The recent talks about financial advice reforms and the push towards simplified advice miss a critical point - the needs of the 'squeezed other'. 🏡💸 Why are we focusing on expanding investment advice when what's urgently needed are strategies for immediate financial survival and sustainable livelihoods? 🤷♂️🌱 It's time to pivot from selling to supporting, from advising the few to empowering the many. Let's start a conversation that matters. Read, reflect, and let us know your thoughts. Together, we can redefine what financial planning means for everyone, not just the few. 💪❤️ Read our blog: https://rfr.bz/l9ygvem #FinancialInclusivity #SqueezedMiddle #CostOfLivingCrisis #AcademyLifePlanning #ChangeTheNarrative

🚨 New Read Alert! Advice-Guidance Review! 🚨 In a world where financial discussions often seem to orbit the wealthiest 8%, it's easy to forget the pressing realities of the majority. 🌍💼 Our latest blog dives deep into the heart of this issue, challenging the prevailing narrative in the financial advice industry. At a time when the cost of living crisis squeezes us tighter, the call for financial inclusivity has never been louder. 📣 The recent talks about financial advice reforms and the push towards simplified advice miss a critical point - the needs of the 'squeezed other'. 🏡💸 Why are we focusing on expanding investment advice when what's urgently needed are strategies for immediate financial survival and sustainable livelihoods? 🤷♂️🌱 It's time to pivot from selling to supporting, from advising the few to empowering the many. Let's start a conversation that matters. Read, reflect, and let us know your thoughts. Together, we can redefine what financial planning means for everyone, not just the few. 💪❤️ Read our blog: https://rfr.bz/ll67brh #FinancialInclusivity #SqueezedMiddle #CostOfLivingCrisis #AcademyLifePlanning #ChangeTheNarrative

🚨 New Read Alert! Advice-Guidance Review! 🚨 In a world where financial discussions often seem to orbit the wealthiest 8%, it's easy to forget the pressing realities of the majority. 🌍💼 Our latest blog dives deep into the heart of this issue, challenging the prevailing narrative in the financial advice industry. At a time when the cost of living crisis squeezes us tighter, the call for financial inclusivity has never been louder. 📣 The recent talks about financial advice reforms and the push towards simplified advice miss a critical point - the needs of the 'squeezed other'. 🏡💸 Why are we focusing on expanding investment advice when what's urgently needed are strategies for immediate financial survival and sustainable livelihoods? 🤷♂️🌱 It's time to pivot from selling to supporting, from advising the few to empowering the many. Let's start a conversation that matters. Read, reflect, and let us know your thoughts. Together, we can redefine what financial planning means for everyone, not just the few. 💪❤️ Read our blog: https://rfr.bz/ll67brh #FinancialInclusivity #SqueezedMiddle #CostOfLivingCrisis #AcademyLifePlanning #ChangeTheNarrative

🚨 New Read Alert! Advice-Guidance Review! 🚨 In a world where financial discussions often seem to orbit the wealthiest 8%, it's easy to forget the pressing realities of the majority. 🌍💼 Our latest blog dives deep into the heart of this issue, challenging the prevailing narrative in the financial advice industry. At a time when the cost of living crisis squeezes us tighter, the call for financial inclusivity has never been louder. 📣 The recent talks about financial advice reforms and the push towards simplified advice miss a critical point - the needs of the 'squeezed other'. 🏡💸 Why are we focusing on expanding investment advice when what's urgently needed are strategies for immediate financial survival and sustainable livelihoods? 🤷♂️🌱 It's time to pivot from selling to supporting, from advising the few to empowering the many. Let's start a conversation that matters. Read, reflect, and let us know your thoughts. Together, we can redefine what financial planning means for everyone, not just the few. 💪❤️ Read our blog: https://rfr.bz/ll67brh #FinancialInclusivity #SqueezedMiddle #CostOfLivingCrisis #AcademyLifePlanning #ChangeTheNarrative