Events

We are delighted to invite our clients to attend our Spring Client Webinar on Wednesday 17th April from 12pm to 1.30pm. We welcome Sarah Robinson, Certified Retirement Options Coach, as our guest speaker for this event. 

In this webinar Sarah will share her advice on overcoming the seven biggest emotional and lifestyle concerns about retirement. Following Sarah's presentation clients will have the opportunity to ask Sarah their questions in a Q&A session. 

Join an informal online session hosted by Chartered Financial Planners Malcolm Steel and Graeme McInally, where you will have the chance to learn about the basic steps in the investment planning and asset allocation process. Risk profiling, tax wrappers, fund and platform selection, what needs to be considered and in what order? Malcolm and Graeme will share their knowledge and answer any questions you might have.

The session will run from 12.30pm until 1.30pm on Tuesday 16th January 2024.