Join us at one of our upcoming events.



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Events at this venue

Public Event: Ask a Chartered Financial Planner webinar


Join an informal online session hosted by our Chartered Financial Planners Malcolm Steel and Graeme McInally. At this interactive webinar you will have the chance to ask our experts your questions about personal finance in advance or at the event. Alternatively you are welcome to just sit back and listen to the questions and answers that will be discussed. The session will run from 12.30pm until 1.30pm on Friday 20th October 2023.

Public Event: The Financial Planning Journey webinar


We invite you to our free, informative webinar looking at the financial planning journey taking place on Monday 20th November 2023 from 12.30pm - 1.30pm. At this event we will outline what a financial planner does and how they can help you, the financial planning process, what to consider when selecting investments and points to consider when doing your own financial planning.

Public Event: Financial Protection webinar


Join our Chartered Financial Planners Malcolm Steel and Graeme McInally at this free, informative lunch time webinar where we will present on the topic of financial protection, on Wednesday 13th December 2023 from 12.30 - 1.30pm. This event will demystify financial protection, providing you with a good understanding of what to consider when thinking about putting financial protection in place.

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