Financial Education Events

Join us throughout 2025 for workshops, webinars, and community meetups designed to strengthen your financial knowledge. Real conversations with real people who care about your financial future.

Coming Soon

We've organized a series of events across Sydney and online for the first half of 2025. Each session focuses on practical skills you can actually use.

15 March 2025

Understanding Investment Basics

Sydney Convention Centre

A half-day workshop covering foundational investment concepts. We'll walk through different asset classes, risk assessment, and how to start building a diversified portfolio without the jargon.

22 April 2025

Tax Planning for Small Business

Online via Zoom

Learn practical tax strategies that Australian small business owners can implement. We'll cover deductions, GST considerations, and end-of-year planning with clear examples.

8 May 2025

Budgeting That Actually Works

Parramatta Library, Meeting Room 3

Move beyond spreadsheets that don't stick. This interactive session helps you create a realistic budget based on your actual spending patterns and financial goals.

19 June 2025

Retirement Planning in Your 40s

Online via Zoom

If retirement feels far away but superannuation statements keep arriving, this one's for you. We'll discuss realistic retirement timelines, super strategies, and catch-up contributions.

14 July 2025

Property Investment Fundamentals

North Sydney Community Hub

Thinking about investment property? Join us for an honest discussion about costs, returns, risks, and whether property investment aligns with your financial situation.

28 August 2025

Managing Debt Strategically

Online via Zoom

Debt isn't always bad, but it needs a plan. We'll explore debt consolidation, repayment strategies, and how to prioritize different types of debt effectively.

Hands-On Learning Sessions

Our workshops aren't lecture-based presentations where you sit and take notes. They're working sessions. You bring your laptop, your questions, and your specific situation.

We've found that financial concepts stick better when you apply them to your own circumstances right there in the room. So we build time for individual work into every session.

            What to Expect

            Small group sizes, usually capped at 25 participants
Time for questions throughout, not just at the end
Practical exercises using real scenarios
Take-home materials you'll actually reference later
Follow-up resources sent after the session

          

Workshop participants working together on financial planning exercises

Online webinar session showing presenter and shared financial documents

Monthly Webinar Series

Can't make it to in-person events? Our monthly webinars cover specific topics in 60-minute sessions. They're held at 7pm AEST to catch people after work, and we record them for anyone who registers but can't attend live.

First Home Buyer Strategies

Third Tuesday Monthly, 7:00pm AEST

Navigate the first home buyer landscape with practical information about deposits, government schemes, and realistic budgeting for your first property purchase.

Understanding Your Super

Second Wednesday Monthly, 7:00pm AEST

Superannuation seems complicated until you break it down. We'll explain fund types, investment options, insurance within super, and how to make informed decisions.

Financial Planning Q&A

Last Thursday Monthly, 7:00pm AEST

Open forum where you bring questions and we provide answers. These sessions are genuinely driven by what participants want to discuss.

Community Meetups

Sometimes the best learning happens over coffee. Our informal meetups bring together people at similar life stages to share experiences and learn from each other. No presentations, just conversations.

12 Mar

Young Professionals Financial Chat

For those in their 20s and 30s navigating early career finances

Circular Quay Café

26 Apr

Mid-Career Money Matters

Open discussion for established professionals balancing multiple priorities

Parramatta Library

17 May

Small Business Owner Roundtable

Share challenges and solutions with fellow business owners

North Sydney Hub

21 Jun

Pre-Retirement Planning Group

For those within 10 years of planned retirement

Chatswood Community

Previous Sessions

Here's what we covered in 2024. These topics often reappear in updated formats.

November 2024

End of Financial Year Planning Workshop

Helped 45 participants review their financial position before EOFY. Covered tax-effective strategies, super contributions, and deduction planning specific to individual situations.

September 2024

Investment Portfolio Review Session

Group analysis of portfolio construction principles. Participants brought their own portfolios for anonymized discussion about diversification and rebalancing approaches.

July 2024

Cashflow Management Intensive

Three-hour deep session on understanding where money actually goes. Used real participant data to identify spending patterns and optimization opportunities.

May 2024

Debt Reduction Strategy Workshop

Practical session on mortgage acceleration, credit card management, and personal loan consolidation. Covered both mathematical and behavioral aspects of debt reduction.

March 2024

Insurance Needs Assessment

Explored life, income protection, and trauma insurance options. Helped participants calculate appropriate coverage levels based on individual circumstances rather than generic formulas.

Register Your Interest

We send event reminders and registration links about six weeks before each session. Join our mailing list and we'll keep you updated about upcoming workshops, webinars, and meetups.

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