Ep001 Sheila Cabacungan Avoid small business poverty

What a great guest for our very first episode. Joining host Jane Tweedy is Sheila Cabacungan from Wealth Forum who is here to talk about How to avoid small business poverty and retire with wealth. Let's set ourselves up for success!

This episode is part of our thought leadership series, and we can promise for some of you we WILL challenge your thinking about poverty and wealth. You may be on a path you think is comfortable, but maybe far from it. As part of our actionable education series Sheila will share some tips to get your small business on the track to wealth.

Some great quotes from Sheila:

"Purpose needs money too"

"If you can buy a pair of shoes, you can buy some shares."

"Business owners need a brains trust."

Topics we cover today include business and financial planning, superannuation, succession planning, getting off the tools, big fluffy dreams, selling the business, networking, insurance and money patterns. It may sound dry, but we share some laughs along the way!

In Sheila's words "I'm on a mission to make a difference to small business owners making sure they don't live and retire poor."

Disclaimer - although Sheila is a Certified Financial Planner and holder of an Australian Financial Services Licence (AFSL) all information provided today is general in nature and does not constitute financial advice. Please reach out to Sheila or your own financial adviser for personalised advice.

Subscribe to future episodes with your favourite podcast provider including Apple iTunes, iHeartRadio or Spotify or via https://faqbusinesspodcast.com.au

You can also find the video over at YouTube or a transcribed blog https://faqbusinesstraining.com.au/ep001-sheila-cabacungan-avoid-poverty-in-business/ on https://faqbusinesstraining.com.au

FAQ Business Podcast is proudly brought to you by Jane Tweedy, Founder and Lead Trainer at FAQ Business Training. Our mission at FAQ Business Training is to avoid you getting ripped off through what you don’t know, and teach you enough to DIY or outsource with confidence.

FAQ Business Podcast is for growing small to medium business owners who want to make a meaningful impact on the world. Hosted by Jane Tweedy and features a diverse array of guests covering the four pillars of actionable education, thought leadership, inspiring leaders and businesses like you.

Today’s episode featured Sheila Cabacungan from the Wealth Forum. Her details are as follows:

Hello I'm Sheila, Certified Financial Planner based in Greater Western Sydney. I live, work and play on Darug Lands.

Wealth Forum is my self-licensed Financial Planning Practice that provides, financial education, behavioural money coaching, personal strategic advice, business financial planning and personalised investment and insurance solutions.

I specialise in supporting Small Business Owners and Self-Employed Entrepreneurs to build a profitable business that will be a money generator that empowers wealth creation.

I'm on a mission to make a difference to small business owners making sure they don't live and retire poor.

I am also a Self-Managed Superannuation Fund (SMSF) Specialist Adviser and use these powerful structures to build and protect Family Wealth.

SWR999FM Radio Host

I give back to my local community by hosting 2 weekly radio shows Your Money Maven and GWS Business Booster on SWR999FM. These educational chat shows focus on sharing knowledge on money, business and life.

Let's Connect over a Zoom meeting. You can set up a meeting that will work for both of us click here

sheila@wealthforum.com.au

www.wealthforum.com.au

www.yourmoneymaven.com.au

LinkedIn Profile Link : https://www.linkedin.com/in/sheila-cabacungan-cfp

Facebook Pages :

Wealth Forum: Financial Planning, SMSF Specialists, SME Wealth Education | Facebook

Money Maven on SWR Triple 9 Sydney's West group | Facebook

GWS Business Booster on SWR999FM | Facebook

Women, Wealth and Wisdom | Facebook