Invisso’s Post

Have you planned for the inevitable? Is your Legacy secure? …..Looking forward to sharing insights on how to secure your legacy through fiduciary services with Vanya Terblanche, Thobile Maphosa, Lucas Hlongoana, and Dilon S.

Access to Finance is a key topic for SME’s as they switch their focus to 2025 and beyond. Dublin Chamber’s Breakfast Event this morning discussed just that with panel contributions from Colin Moran of (SBCI) Strategic Banking Corporation of Ireland, Sean Farrell of PTSB and Jonathan Simmons of Davy. Some key takeaways; 💡whether a business is looking to raise Equity or debt, having robust MI that can be shared is crucial. 💡more options are available than every before to SMEs be that debt or equity funding. 💡The SBCI hub is a great place for SME’s to start their lending journey’s and discover term debt and working capital solutions available. At Bibby Financial Services Ireland we are proud to partner with both the (SBCI) Strategic Banking Corporation of Ireland and PTSB to support Irish SME’s. #funding #workingcapital

Out with the old, in with the new! LCEF’s new All Access Account® is designed to make financial management easier and more purposeful, offering you more flexibility and control over your investments. With 24/7 access, competitive interest rates and no monthly fees, it’s time to upgrade! MORE ▶️ https://lnkd.in/gNNzyRjT -- LCEF is a nonprofit religious organization; therefore, LCEF investments are not FDIC-insured bank deposit accounts. This is not an offer to sell investments, nor a solicitation to buy. LCEF will offer and sell its securities only in states where authorized. The offer is made solely by LCEF’s Offering Circular. Investors should carefully read the Offering Circular, which more fully describes associated risks. StewardAccount products are not available to investors in South Carolina. StewardAccount access features are offered through UMB Bank n.a. All Access Account is known as “StewardAccount” for investors in Washington.

Honored to participate in the FCAC’s Financial Literacy Month panel, where we discussed the power of money conversations to break taboos and build confidence! Here are some insights from our discussion: 🔹 Financial Consumer Agency of Canada | Agence de la consommation en matière financière du Canada research shows that simply talking about money can boost confidence and encourage positive financial behaviors, especially among women. 🔹 Camille Beaudoin M.A., B.Sc.A. of Autorité des marchés financiers (Québec) emphasized the importance of making personal finance accessible, with AMF's campaigns aiming to raise interest and normalize money discussions across diverse audiences. 🔹 Millie Acuna from SEED Winnipeg Inc. shared her experience tailoring financial conversations for various communities, highlighting how storytelling breaks down barriers and fosters trust. 🔹 I shared insights on “loud budgeting,” where openly discussing financial goals helps people prioritize what truly matters without judgment. A huge thank you to Ruth Stephen, who did an incredible job moderating, and to Werner Liedtke, Sara Weller, and Emilie Rene for their fascinating insights throughout. Bravo to the FCAC for this innovative live event! As a takeaway, I encouraged everyone to start a small money conversation this month—whether with a friend, family member, or advisor. These simple conversations can be transformative, paving the way for financial empowerment. #FinancialLiteracyMonth #FinancialLiteracy #MoneyMatters #Empowerment #PanelDiscussion #MoneyWise

Get ahead with your festival finances with CFCICI Wealth Wisdom! 🎉 Prepare for celebrations smartly by setting aside monthly funds, planning gifts early, and avoiding last-minute splurges. 💰 Like and Follow us on cfciciofficial #cfcici #wealthwisdom #festivefinance #smartplanning #wealthmanagement #budgetbrilliance

A great article from #TeamSPB's Steven Ward as he discusses the impacts of high interest rates with Funds Europe. Be sure to give it a read!

The past five years have been among the toughest for PE fundraising since the financial crisis of the late 2000s. Yet the outlook does appear brighter than at any point since the onset of the COVID-19 pandemic. Financier Worldwide’s July 2024 issue covers the outlook for PE fundraising: https://lnkd.in/eW5swyar #PRIVATEEQUITY

Looking at top performing funds and saying "I can achieve that performance" is a lot like looking at lottery winners and saying "I can win the lottery". Possible? Sure. Due almost entirely to luck and chance? Definitely. Change my mind. Comment below!

A great article from #TeamSPB's Steven Ward as he discusses the impacts of high interest rates with Funds Europe. Be sure to give it a read!

What do you think is the number one barrier to scaling up Cash and Voucher Assistance (CVA) according to local and national actors? 💭 As part of the State of the World’s Cash we surveyed over 800 practitioners to hear their views. Take this quiz and see if you can guess what they thought ⤵️