Events

Common Sense Investing

Common Sense Investing

This is our most popular seminar and for good reason! 

We will help you understand the basics of financial planning so you can decide if it is right for you.

This seminar covers 

  • Conquering debt
  • How to build a passive income stream & retire earlier 
  • Market volatility & the impact on your investment 
  • Different asset classes & which one will look after you long-term 
  • The best investment you can make 

Book now to secure your place

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Geelong - 13th February@5:30pm-7:30pm

Melbourne - 10th January@5:30pm-7:30pm

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Common Sense Investing registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

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Kickstart! Your Financial Future

Kickstart! Your Financial Future

Have you recently started your first full-time job and looking at the best way to manage your finances? Are you a uni student and need some guidance around setting up your banking structures?

Kickstart! has been developed for anyone who needs advice on how to get themselves set up, if you want o put a financial plan in place and you’re not sure where to start, we can show you the tools. 

Kickstart! will help you with: 

  • Managing cash flow
  • Investing in yourself 
  • Setting goals

Don’t wait until tomorrow, get started today and secure your seat at our next seminar

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Pivot – Choose Your Financial Direction

Pivot – Choose Your Financial Direction

Are you looking at making some changes or have a goal you want to reach? Maybe you want to buy a house or you’re looking to start a family. Are you ready to start looking at putting a plan around your finances but not too sure where to start? Pivot – choose your financial direction could be perfect for you. 

This 1 hour seminar will cover:

  • Setting goals
  • Investing in yourself
  • Investing in your career
  • Managing cash flow
  • Debt recycling
  • Protecting your wealth
  • Protecting your lifestyle
  • Making plans for now, there is no need to wait!

Click to book now or download a preview below

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Common Sense Estate Planning

Common Sense Estate Planning

You work so had your whole life to build a meaningful legacy for your family, have you ensured it is protected?

This seminar is presented by Hunt & Hunt Lawyers in our Melbourne office & Coulter Roache Lawyers in our Geelong & Colac offices. It is a great opportunity to ask these Lawyers all of those niggling questions that you have around Estate Planning & Wills. 

This session will cover: 

  • What is Estate Planning?
  • Why you should have a Will.
  • Intestacy – what happens if you die without a will?
  • Enduring Powers of Attorney for legal, financial, medical and guardianship matters
  • Testamentary Trusts – do you need them in your estate planning?
  • Capital Gains Tax on Estates – planning considerations.
  • Estate Planning for your superannuation with a focus on Self Managed Superannuation Funds

The information session uses practical examples to show how estate planning can help to ensure family, business, superannuation and trust assets are protected and your wishes are met.

Secure a spot for you & your loved ones for our next seminar today

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Income Solutions for Women

Income Solutions for Women

Income Solutions for Women is designed specifically for women. Why just women? Well everybody would benefit from financial planning advice, but what if we tell you this?

Statistics show us:

  • Women earn less than men
  • Women have lower super balances than men
  • Women are more likely than men to have breaks in employment
  • Women live longer but retire with less money than men

What if we told you there are strategies that can put women in a better financial position?  We believe education is the first step, so leave the guys at home and join us for a little secret women’s business. 

This presentation is also available in the workplace so employers can take action to help educate their female workforce.  Be part of the solution!

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Events registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

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