Seminar Signup

Fill in the form below to register interest for upcoming Financial Planning Seminars

We plan on doing more seminars in the future, let us know if you are interested and we’ll get back to you!

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Contrary to belief, financial planning is not about having large sums of cash ready to invest, it is the actions you can take now to make sure you have enough money in retirement, pay off your mortgage sooner, whether you should buy that investment property, what to do with your super and many other tips and strategies to help you along your financial journey. Our seminar is suitable for all ages and provides information that is clear and easy to understand.

Topics covered include:

  • Cash Flow and Budgeting tips
  • Investment Properties
  • How Salary Sacrifice works
  • Understanding the share market
  • How Investment Markets Behave
  • Borrowing to invest and how it works
  • Tax Minimisation
  • Gearing; Pros and Cons
  • Effective Use of the Superannuation System
  • Wealth Protection and insurance options
  • Strategies and Alternatives

Open Hours

Monday to Friday 8:00am to 5:00pm Closed Public Holidays

If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Contact Us

27 Welsford Street Shepparton, VIC 3630 T: (03) 5833 3000 F: (03) 5831 2988 E: