Financial Planning Events for 2025
Whether you're just starting to think about your economic future or looking to refine your existing strategies, our events connect you with practical guidance and real-world insights. These aren't sales pitches—just honest conversations about planning that actually works.
Find the Right Event for Your Situation
Not sure where to start? We've organized our upcoming sessions around common financial situations people face. Pick the scenario that sounds most like yours.
Starting Fresh
You've recently graduated, changed careers, or just want to get serious about planning. No judgement here—everyone starts somewhere.
- Foundations Workshop (August 2025)
- Budgeting Without the Guilt (September 2025)
- First-Time Investor Session (October 2025)
Mid-Career Focus
You're earning decent money but feel like you should be doing more with it. Maybe there's a house purchase or family changes on the horizon.
- Property Planning Roundtable (July 2025)
- Balancing Now and Later (September 2025)
- Tax Strategy Deep-Dive (November 2025)
Pre-Retirement Planning
Retirement isn't decades away anymore. You're starting to think about what the transition actually looks like and whether you're prepared.
- Retirement Reality Check (August 2025)
- Superannuation Optimization (October 2025)
- Income Streams Workshop (December 2025)
Business Owners
Running a business means your personal and professional finances are tangled together. You need strategies that work for both.
- Business Structure Review (July 2025)
- Personal vs Business Assets (September 2025)
- Exit Planning Essentials (November 2025)
Coming Up Next
Property Purchase Planning Workshop
Buying property in Australia's current market feels overwhelming. This half-day workshop breaks down what you actually need to know—from deposit strategies to mortgage structures that make sense for your situation. We'll also cover what the banks don't always tell you upfront.
Register Your InterestSuperannuation Catch-Up Session
Tuesday, August 12, 2025If you've ignored your super for years, this evening session covers what you need to catch up on. We'll look at contribution strategies, consolidation options, and how to actually pick investments that suit you.
Tax Planning for Mid-Year
Thursday, September 4, 2025Most people only think about tax in June. This session helps you make smarter decisions throughout the year—from deductions you're missing to timing income and expenses strategically.
Investment Basics Without the Jargon
Wednesday, October 15, 2025Investing seems complicated because the financial industry loves complicated language. This workshop translates it all into plain English and helps you build a strategy that fits your comfort level.
Who You'll Learn From
Our events feature advisers who've been doing this work for years—people who've seen market cycles, policy changes, and every type of financial situation you can imagine. They know what works because they've tested it.
Declan Fothergill
Senior Financial PlannerDeclan specializes in helping mid-career professionals make the jump from "getting by" to actually building wealth. He's blunt about what works and what doesn't.
Ingrid Blomqvist
Retirement Transition AdviserAfter 18 years focusing on pre-retirement planning, Ingrid knows exactly what people worry about most—and how to address those concerns with practical strategies.
Aoife Dunleavy
Tax Strategy ConsultantAoife translates tax law into English. She's particularly good at helping small business owners navigate the intersection of personal and business finances.
How Event Registration Works
Choose Your Session
Browse the events above and pick the one that matches your situation. If you're not sure, contact us and we'll help you figure out which session would be most useful.
Submit Interest Form
Fill out the quick registration form on our contact page. We'll ask for basic details and what you're hoping to learn. This helps us tailor the content to what people actually need.
Receive Confirmation
We'll email you within two business days with confirmation and any pre-session materials. Some workshops include brief questionnaires to help us address specific concerns during the event.
Attend and Participate
Show up ready to ask questions. These sessions work best when people engage honestly about what they're struggling with. Everything discussed stays confidential within the group.
Questions About Events?
Our events fill up quickly, especially the smaller workshops. If you're interested in attending but have questions about format, content, or accessibility, get in touch.
Contact Our Events Team