Financial Planning Events
Join our expert-led workshops and seminars designed to help you achieve your financial milestones. From retirement planning to investment strategies, our events provide practical insights for real financial success.
Register for EventsUpcoming Workshop Series
Our autumn 2025 workshop series focuses on practical financial milestone planning. These aren't your typical seminars - we dive deep into real-world scenarios and provide actionable strategies you can implement immediately.
Learn how to calculate your retirement needs, understand superannuation options, and create a realistic savings timeline that actually works with your current income.
Explore residential property investment options, understand market cycles, and learn how to evaluate potential returns while managing risks in the Australian market.
Build a robust emergency fund while tackling existing debt. We'll cover practical strategies for balancing savings goals with debt repayment priorities.
Expert-Led Financial Workshops
Our workshop leaders bring years of hands-on experience in financial planning and investment management. Each session combines theoretical knowledge with practical case studies from real client situations.
Each workshop includes take-home resources, practical worksheets, and follow-up support to help you implement what you've learned. Sessions are limited to 20 participants to ensure personalized attention and meaningful interaction.
Monthly Financial Webinars
Join our monthly online sessions from the comfort of your home. Each webinar focuses on specific financial topics with live Q&A sessions and downloadable resources.
Market Analysis Sessions
Monthly market reviews covering Australian shares, property trends, and global economic factors that might affect your investments.
Personal Finance Q&A
Bring your questions about budgeting, saving strategies, and financial goal-setting. Get answers from experienced financial planners.
Property Investment Updates
Regular updates on property market conditions, financing options, and investment opportunities across different Australian markets.
All webinars are recorded and available to registered participants for 30 days after the live session. Perfect for those who can't attend live or want to review the content later.
The retirement planning workshop completely changed how I think about my financial future. Instead of vague goals, I now have a clear timeline and specific savings targets. The practical worksheets helped me calculate exactly what I need to save each month to retire comfortably at 65.
Ready to Take Control of Your Financial Future?
Our next workshop series begins in September 2025. Spaces fill quickly because we keep groups small to ensure everyone gets the attention they deserve. Don't wait - secure your spot today.