Short Bio of Speaker

In the early 1990’s interest rates in Australia were at an all time high and as a result David Wright was forced to re-think how he was approaching his family’s budget. The more he looked at the traditional method he and most other people normally used to calculate their budget, the more he realised it left a lot to be desired and so he set about developing a more useful method.

David’s efforts led him to create a system that he realised would be the key for thousands of families like his to make the change from enduring financial frustration and heartache to achieving a much more satisfying and successful financial journey.

He enthusiastically began a journey that took him from running an after-hours, in-home budgeting service through to being the full-time owner/operator of a successful online budgeting resource centre.

David named his system Simply Budgets. He is now one of Australia’s leading Personal Budgeting specialists. His story, advice, observations and the Simply Budgets system have been featured in magazines and newspapers such as The Courier Mail, The Daily Telegraph, The Financial Review, PC Authority,  The Sunday Mail, Money Magazine, Independent Financial Advisor and various other publications.

David has appeared on Australian Television on Channel Nine’s “A Current Affair” and “Brisbane Extra” and Channel Seven’s “Today Tonight”. He has been interviewed on radio in Australia on stations such as 4BC, 4EB, 3AK, 5DN, 6PR and the ABC.

More recently, in the USA he has given radio interviews on shows such as Business of Success and Wall Street in the Morning and a television interview with Dr Letitia Wright on “The Wright Place”.

David has addressed audiences at seminars and expos and has lectured on Taking Financial Control at ‘Cashflow Clinics’ in various locations around Australia, New Zealand and the USA. He travels widely teaching the Simply Budgets system with the goal of helping people take control of their finances and to grow wealth for their future.

The Simply Budgets software program has sold over 22,000 copies including orders from countries such as UK, USA, Canada, New Zealand, Chile, Denmark, Malaysia, Singapore, South Africa and New Guinea to mention a few.

David writes articles and newsletters that go out to a subscription database of over 30,000 people.

Topics

TOPIC 1: Personal Money Management

More Money and Time with Less Stress

Target Audience: Male and Female aged between 25 and 55 on middle to high income who are frustrated with their lack of financial direction and growth.

Level of Sophistication: General

Duration of Talk: 1.5 hours

Stand alone or combined with investment advice e.g property or shares.

List of connected topics: Wealth Creation.

Synopsis of Presentation: The reasons why most people have difficulty and stress around money offering a brilliant simple solution to the problem.

Who Should Attend: Presentation is aimed at the General Public with no particular bias.

How attendees will benefit:  Attendees will come away wondering why they were not taught this information at school!

They will have a clear understanding that their financial future can be a totally better experience than their past. I will expose them to the most simple and logical concept that will clearly identify the reasons why they have not managed their finances as well as they might in the past (regardless of how well that was). Attendees will have a clear understanding of the principles of a simple system that will make the planning and execution of their successful ‘day to day’ financial future amazingly effective and extremely time efficient.

The most common emotion people will feel after this presentation is relief. Finally they know how to take control of their cash-flow in less time and with less stress than ever before. Their potential to accumulate wealth will dramatically increase.

Classification: Personal Financial Management

TOPIC 2: Personal Money Management – (Workshop)

Cash-Flow Clinic

Target Audience: Male and Female aged between 25 and 55 on middle to high income who are frustrated with their lack of financial direction and growth.

Limited to 50 people at a time.

Level of Sophistication: Basic – Computer skills required. Each participant will be required to bring their own laptop computer or hire one on the day. Tables and power points need to be supplied.

Duration of Workshop: 4 to 5hrs – Workshop is divided into 5 segments and could be a stand alone event or could be part of a larger event.

Synopsis of Presentation: Day to day Cash-Flow management with a hands-on approach. Attendees actually work on individual computers and learn the principles embodied in the Simply Budgets system as they use the software to solve various fictitious people’s financial challenges.

Who Should Attend: Anyone who desires a better day to day financial experience in life. Especially those who earn a reasonable income but have no idea why they still struggle from day to day and feel like there is no money left over for them after the bills are paid.

How attendees will benefit:  Attendees will come away with practical experience as well as theoretical knowledge of how to take charge of their day to day finances.

They will have a clear understanding that their financial future can be a totally better experience than their past. They will have had practical experience of using the Simply Budgets software system. They will have clearly identified the reasons why they have not managed their finances as well as they might in the past (regardless of how well that was) and have skills, understanding and experience in how to overcome the obstacles that have held them back in the past.

The most common emotion people will feel after this workshop is relief and the anticipation of a better financial future. Finally they have experienced the use of a simple system that will allow them to take control of their cash-flow in less time and with less stress than ever before. Their potential to accumulate wealth will dramatically increase.

Classification: Personal Financial Management