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Helping build confidence for a better financial future.

Westpac's Davidson Institute offers a range of money management topics for individuals, businesses, not for profit organisations and community groups. Choose from live webinars, on-demand videos, or downloadable tools and guides to help build your financial confidence.

Live webinar calendar.


Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 27th August, 1.00pm

Foundations of business planning.

Foundations of business planning.

Is your business plan a living and dynamic document that keeps your business on-track and relevant? Does it help your business adapt and respond to a changing market environment? Join our free ‘Business planning’ webinar where we’ll help you learn about the essential steps to successful business planning.

Community.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Wed 28th August, 1.00pm

Breakeven analysis for NFPs.

Breakeven analysis for NFPs.

Ever thought about running a fundraising event but not sure where to start? Fundraising is a great way to raise funds for your organisation, however it’s essential that you breakeven and cover your costs for it to be a worthwhile exercise. Join our free 'Breakeven analysis for NFPs' webinar to learn how to use breakeven analysis to help you run a successful fundraising event.

Personal.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 29th August, 1.00pm

Home Owns: 1st home buyers.

Home Owns: 1st home buyers.

Are you in the market for your first home? Not sure where to start or what information to look for? Join our free ’Buying your first home’ webinar and learn what steps you need to take to help buy your dream home. From knowing how much you can borrow through to applying for and choosing the right loan, this webinar will share this and more.

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 03rd September, 1.00pm

Optimising business planning.

Optimising business planning.

In a constantly evolving market place, businesses cannot afford to be complacent if they want to survive and thrive. Discover how to enhance your opportunity for business success with our free ‘Optimising business planning’ webinar.

Personal.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 05th September, 1.00pm

Home Owns: Getting ahead.

Home Owns: Getting ahead.

Now that you have bought your home, there are a number of things you can do to manage the loan and help you to use your home to grow your wealth. Our free webinar “Managing your home loan to get ahead’ focusses on using your home as an asset that helps you to reach your financial goals.

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 10th September, 1.00pm

Understanding financial statements.

Understanding financial statements.

Financial statements contain a wealth of information that savvy business owners can use to help improve their business performance. Join our free ‘Understanding financial statements’ webinar to help learn more about the information contained in your financial statements.

Personal.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 12th September, 1.00pm

Investing in Property: Foundations.

Investing in Property: Foundations.

Successful property investment starts with having a clear strategy as to why you are investing in property. Do you know what you hope to achieve from investing in property? Is it capital growth? Cash flow? Or perhaps a bit of both? Get some clarity on your initial steps, the financial requirements and ongoing considerations of an investment property with our free ’Buying an investment property’ webinar.

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 17th September, 1.00pm

Measuring financial performance.

Measuring financial performance.

Being able to accurately measure past financial performance helps to identify actions to take to improve future business performance. Join our free ‘Measuring financial performance’ webinar to help you gain a better understanding of the numbers in your business.

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 24th September, 1.00pm

Accelerating business performance.

Accelerating business performance.

The key to improving business performance lies in understanding and addressing the real causes of declining profits and cash. Join our free ‘Accelerating business performance’ webinar to help understand those causes and the everyday actions that could help improve business performance.

Community.

Leanne Coventry
Presenter
Davidson Institute

Wed 25th September, 1.00pm

7 financial tips for NFPs.

7 financial tips for NFPs.

Do you run or are involved with a Not-For-Profit organisation? Want to take better control of its finances so you can make the most of the resources you have? Join our free webinar and discover the 7 tips you need to become more financially and business savvy when it comes to your NFP. Find out more about our 7 financial tips for NFPs today.

Personal.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 26th September, 1.00pm

Investing in Property: Measuring returns.

Investing in Property: Measuring returns.

A key aspect of investing in property is being able to quantify the return you are achieving on your investment. Our free ‘Measuring returns on your investment property’ webinar addresses how to measure the return being made on an investment property to help compare that with other investment opportunities.

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 01st October, 1.00pm

Managing growth.

Managing growth.

Growth in sales and profit is often seen as the primary goal for any business, however if rapid growth is not managed well it can be detrimental to a business. Join our free ‘Managing business growth’ webinar to discover practical tips and tools to help prepare your business for sustainable growth.

Personal.

Leanne Coventry
Presenter
Davidson Institute

Thu 03rd October, 1.00pm

Financial Foundations - Superannuation.

Financial Foundations - Superannuation.

Superannuation is likely to be one of your most important financial assets so it makes sense to take control of your super and work towards a better financial future. Join our free ‘Managing your super’ webinar to learn 5 simple things you should know about your super.

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 08th October, 1.00pm

Using breakeven analysis.

Using breakeven analysis.

Breakeven analysis is a powerful tool that can help you manage costs, plan for profit, set prices and more. Join our free ‘Using breakeven analysis’ webinar to discover what it is, how to calculate it, use it and more.

Personal.

Leanne Coventry
Presenter
Davidson Institute

Thu 10th October, 1.00pm

Retirement planning.

Retirement planning.

Do you know what you want your retirement to look like? Do you know how much money you’ll need to support that lifestyle? Do you have a plan for how you’re going to get there? Our free ‘Planning your finances for retirement’ webinar aims to help you plan for the financial future you want.

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 15th October, 1.00pm

Purchasing business assets.

Purchasing business assets.

Whether it’s time for new equipment, vehicles, technology or software, the biggest consideration when buying new business assets is how you’ll pay for them. Join our free ‘Purchasing business assets’ webinar for insights to help you make more informed and confident decisions when purchasing business assets.

Personal.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 17th October, 1.00pm

Beginner's guide to self-managed super funds.

Beginner's guide to self-managed super funds.

Self-managed super funds are becoming increasingly popular but aren’t necessarily right for everyone. Join our free ‘Guide to self-managed super funds’ webinar to explore the basics of establishing and managing a self-managed super fund to see whether it may be suitable for you.

Business.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Tue 22nd October, 1.00pm

Getting started in business.

Getting started in business.

Starting a business is one of the most exciting and rewarding things you can do. But it can also be challenging without the right planning. Ever wondered what you can do to help ensure your business is a success? Our free ‘Starting a business’ webinar reveals three essential steps you need to take to start a business on the right foot.

Personal.

Leanne Coventry
Presenter
Davidson Institute

Thu 24th October, 1.00pm

Financial Foundations: A plan for life.

Financial Foundations: A plan for life.

Many people have a very clear vision of how they want their life to play out from a personal perspective and a career perspective. Typically, however, they don’t take the next step and look at the finances to support that vision. Our free ’Planning for your financial future’ webinar takes a high level, long term view of a financial plan to help you to achieve your life goals.

Business.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Tue 29th October, 1.00pm

7 steps to business success.

7 steps to business success.

There’s more to business success than increasing sales and profits. Join our free ‘7 steps to business success’ webinar and explore other aspects of your business to help you be more successful.

Community.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Wed 30th October, 1.00pm

Financial governance for NFPs.

Financial governance for NFPs.

From cash records, asset registers through to balance sheets, profit/loss statements and the financial operating cycle, do you feel in control of these compliance and financial requirements when it comes to your NFP organisation? Or would you like to learn more about how you can get on top of the financial governance for your organisation? To find out, join our free 'Financial governance for NFPs' webinar.

Personal.

Leanne Coventry
Presenter
Davidson Institute

Thu 31st October, 1.00pm

Financial Foundations: Budgeting.

Financial Foundations: Budgeting.

A budget is an empowering financial tool to help you take control of your money and financial future. But how do you create a budget that truly works for you? Join our free ‘Budgeting’ webinar to discover the core elements of successful budgeting. Plus, you’ll hear about some great tips to help you stick to your budget!

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 05th November, 1.00pm

Foundations of cash flow.

Foundations of cash flow.

Cash flow is the lifeblood of every business. Want to learn to make the most of your cash flow? Then join our free ‘Managing cash flow’ webinar where we’ll help you better understand how cash flows through your business and how to free it up.

Personal.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 07th November, 1.00pm

Financial Foundations: Borrowing.

Financial Foundations: Borrowing.

Borrowing is just one tool that we can use to get the things we want. But when is the right time to borrow? And how do we ensure we are not ‘borrowing ourselves into trouble’? Join our free webinar ‘Borrowing’ to gain insights into borrowing and the loan application process.

Business.

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 12th November, 1.00pm

Optimising cash flow.

Optimising cash flow.

Take control of your cash flow today. Join our free ‘Optimising cash flow’ webinar where we’ll help you to better understand the impacts of seasonality and growth on your cash flow; and how to measure and manage those impacts for optimal cash flow.

Personal.

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 14th November, 1.00pm

Financial Foundations: Investing.

Financial Foundations: Investing.

Want to invest but unsure where or how to start? Investing is an ideal way to create wealth and achieve your financial goals but for new investors it can be confusing. Our free ‘Investing’ webinar will walk you through investment strategy, the many investment options available, and how to choose the right one for you.

Community.

Leanne Coventry
Presenter
Davidson Institute

Wed 27th November, 1.00pm

Business planning for NFPs.

Business planning for NFPs.

Every not-for-profit organisation is established with the vision of improving or enhancing life somehow. Achieving this vision is greatly enhanced by having a business plan. Join our free 'Business planning for NFPs' webinar and discover the benefits of a business plan, the main steps you need to take and what you need to include to ensure your business plan is a success.

News & Updates.


Scams protection and awareness.

Scams protection and awareness.

In 2018 Australians lost nearly $489.7 million dollars to a variety of scams. This recorded seminar aims to create conversations around scams and lead to significantly reducing the impact of scams to our community, friends and family.

Get prepared for buying your first home.

Get prepared for buying your first home.

You’ve decided to buy your very first home! Get started and prepare yourself with information on saving a deposit, budgeting and some of the key things you need to consider earlier on. Download our first home buyers guide here.