What we're about

Our seminars are jargon free and designed to provide the attendees with the tools to achieve their financial goals. We run seminars that focus on specific topics such as how to reduce your debt, build wealth for retirement and minimizing tax to name a few. We also provide training for specific groups ranging from twenty-somethings through to pre-retirees. We look forward to seeing you at one of our upcoming seminars and helping you on the road to securing your financial future.

Upcoming events (1)

Sliding Doors - The Danger of being underinsured.

Berrigan Bar & Bistro

As part of my weekly referral group meeting, I will be making a 10 minute presentation on the importance of getting your personal insurance right. Please message me to get further details and come enjoy breakfast with us and see how you can improve your insurance so that there are no nasty surprises when you go to make a claim.

Past Events

Is self-managed Super right for me?

Fortis Wealth Management

Photos (4)