Upcoming Seminars & Events

 

Our next event will be our General Education Seminar held in October or November 2017 – details to be confirmed.

Here you can access information on our upcoming client events. These events are tailored to our existing clients’ interests and needs. However, if you are not currently a client and have an interest in an upcoming topic, please email us and we will contact you to discuss further.

Past Client Events

Here you can access information on our past client events. These events are tailored to our existing clients’ interests and needs. However, if you are not currently a client but would like a copy of slides from a past event, please email us and we will contact you to discuss further.

Tailored Events

We regularly run educational sessions covering the most commonly asked questions people have regarding their finances, based on our over 30 years of experience in the field.

You receive a tailored presentation based on the questions your staff want addressed.

Select the modules that interest you most and click continue:

Module 1 Getting
established
Module 2 Consolidating
success
Module 3 Your assets
working for you

Are you paying too much for income protection insurance?

Find out how you can save on your insurance premiums.

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