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Seminars

We host free events every quarter on a range of helpful topics – including aged care and retirement planning seminars. We’d love for you to join us for a relaxed yet informative presentation. It’s a great way to meet our advisers and ask any general questions before making an appointment. Simply click on an event below to find out more and register.

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6
August
6 August 2025

Aged Care Options – August 2025

If you or a loved one are considering or will need Aged Care in the coming months or years, then this seminar will explain the different fee options that are available.
Learn more
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5
November
5 November 2025

Aged Care Options – November 2025

If you or a loved one are considering or will need Aged Care in the coming months or years, then this seminar will explain the different fee options that are available.
Learn more
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25
August
25 August 2025

Super SA FAQ Session – August 2025

We are hosting a FAQ event on the tips and tricks unique to SuperSA and how we can assist to maximise your benefits. Some of the key questions we will discuss are: How much can I salary sacrifice to SuperSA? Why is my level of insurance cover important? What is a Transition to Retirement Strategy? How does financial advice work? Join us for this informative session on how we can help make your SuperSA work smarter for you.
Learn more
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24
November
24 November 2025

Super SA FAQ Session – November 2025

We are hosting a FAQ event on the tips and tricks unique to SuperSA and how we can assist to maximise your benefits. Some of the key questions we will discuss are: How much can I salary sacrifice to SuperSA? Why is my level of insurance cover important? What is a Transition to Retirement Strategy? How does financial advice work? Join us for this informative session on how we can help make your SuperSA work smarter for you.
Learn more

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Latest insights

18 June 2025

Maintaining Financial Independence in Relationships

Lachlan Harvey
When couples seek financial advice, a common concern stands out: how do I keep some financial independence without everything being bundled together? It’s a fair question, especially for those who’ve been through previous relationships, have children from earlier partnerships, or have dealt with messy property settlements
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17 June 2025

Mortgage or Super: Making an Informed Choice

Brenton Miegel
When it comes to financial planning, one of the most significant decisions Australian’s face is whether to pay off their mortgage or invest in their superannuation. Both options have their merits, and the best choice depends on individual circumstances, including age, income, and financial goals.
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