Events & Seminars

To book please contact us via phone or email with your name, contact details and preferred session or if you have any questions.

We look forward to seeing you there!

email rsvp now

Events & Seminars

Further Information...

Following on from our successful seminar series earlier this year; we will again be holding a number of free seminars in the second half of 2017 around our investment philosophy and maximising your retirement benefits.

Please join us for some light refreshments as our financial planners explain:

  • How to maximise your retirement income and benefits
  • How to reduce your investment anxiety
  • How to structure your wealth to enjoy a better investment experience

These seminars will be best suited for those who are retired or approaching retirement and have investable assets in excess of $300,000.

Seminar Sessions

Victor Harbor Office – 3/162 Hindmarsh Road

  • 4pm Wednesday 13th September
  • 4pm Wednesday 27th September
  • 4pm Wednesday 11th October
  • 4pm Wednesday 25th October
  • 4pm Wednesday 8th November
  • 4pm Wednesday 22nd November
  • 4pm Wednesday 6th December 

 Adelaide Office – 2/15 King William Road Unley

  • 4pm Wednesday 20th September
  • 4pm Wednesday 4th October
  • 4pm Wednesday 18th October
  • 4pm Wednesday 1st November
  • 4pm Wednesday 15th November
  • 4pm Wednesday 29th November
  • 4pm Wednesday 13th December 

To book please contact us via phone or email with your name, contact details and preferred session or if you have any questions.

We look forward to seeing you there!

email rsvp now