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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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26
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.
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

30 April 2025
pre-retirement advice adelaide

Planning for Retirement: Why It’s Never Too Early to Start

Craig Kirkwood
As you approach retirement, it's natural to feel a mix of excitement and apprehension. After all, this is a significant life transition that requires careful planning and consideration. Here are some key points to keep in mind as you prepare for this new chapter, and why working with a financial planner can make all the difference.
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28 March 2025
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A Year of Financial Advising

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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.
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