seminars and events

We believe that it is important for investors to make informed decisions and we place an emphasis on investment education for our clients and the general public.

These educational seminars are designed to provide general advice to people on financial issues affecting them, such as superannuation options, wealth creation planning, retirement planning etc. These seminars do not promote investment products.

There is no charge for our seminars, all we ask is that you phone and confirm you booking should you wish to attend, as numbers are limited.

upcoming events

• Monthly 'Trustee Training' workshops. Specifically designed for Trustees of Self Managed Superannuation Funds, this 3 hour session is usually held on a Saturday morning and provides critical information on the roles, responsibilities and obligations of Trustees

• Monthly 'Women and Money' seminars. Run by Theresa Chapman, this workshop is a must for women wanting to take control of their finances

• Monthly 'Life Directions' workshops. These 2 x two-hour sessions are a must for people who want to address more than just the financial aspects of their pre and post retirement lifestyles. 6 key topics are covered off - your money, your career, your family, your time, your community and your wellbeing. At the end of the workshops, attendees will leave with a personalised workbook designed to guide you towards the life you want to live. Find out more about the Life Directions program by clicking on the 'Life Directions' link on the SPP home page.

• Investment Market Briefings

• Finance and Lifestyle Briefings

• Pre and post retirement planning seminars

• Quarterly education seminars for accountants and other business professionals. Each seminar focuses on one key issue, such as self managed super, estate planning and insurance.

Should you like to arrange for a professional speaker to present at your next community group event, please contact Kurt Fitzgibbon from our office for further information.