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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May

7 May 2025

Aged Care Options – May 2025

If you or a loved one will be in need of Aged Care in the coming months or years, then this seminar will explain the different fees options that are available.

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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.

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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.

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May

13 May 2025

How to make the MOST of your Retirement – May 2025

The aim of these talks is to help you plan a successful retirement. We understand that retirement planning can be complex and intimidating and it’s hard to know where to start.

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August

12 August 2025

How to make the MOST of your Retirement – August 2025

The aim of these talks is to help you plan a successful retirement. We understand that retirement planning can be complex and intimidating and it’s hard to know where to start.

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November

11 November 2025

How to make the MOST of your Retirement – November 2025

The aim of these talks is to help you plan a successful retirement. We understand that retirement planning can be complex and intimidating and it’s hard to know where to start.

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May

26 May 2025

Super SA FAQ Session – May 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.

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August

25 August 2025

Super SA FAQ Session – August 2025

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November

24 November 2025

Super SA FAQ Session – November 2025

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Latest insights

28 March 2025

Upcoming Changes to Home Care Packages in Australia

Matthew Kelly

A significant update on the horizon is the transformation of the Home Care Packages Program in Australia, set to take effect from 1 July 2025.

28 March 2025

A Year of Financial Advising

Momir Vuksa

In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.

27 February 2025

Superannuation: To Withdraw or Not to Withdraw?

Michelle Sanchez

Superannuation is something most Australians are familiar with. It’s mandatory for employers to contribute a portion of your wages into a complying super fund, which is then invested to grow over time, ensuring you have a nest egg for retirement. Typically, we rely on external super funds to manage these investments, and there’s a wide range of options available—from low-cost funds to more tailored solutions.

Seminars

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