Based on the northern beaches of Sydney, we service a large community of beautiful suburbs including North Narrabeen, Mona Vale, Newport, Avalon and Palm Beach.
We aim to keep in touch with our local community members and keep them informed on the ever changing financial landscape. We regularly hold free financial advice seminars and educational talks at local schools to contribute to the financial literacy of our community and keep them better informed.
Some examples of the successful events we have held in the past in our local community include:
Brigidine College Maths in the Workplace July 2015
In 2015, our Principal financial adviser Darren Johns held a talk at Brigidine College for over 60 maths students on ‘Maths in the Workplace’.
Seminar Using Your SMSF to Invest in Property October 2012
A free seminar held for nearly 30 members targeting self-directed investors, property investors and those looking to control retirement savings. Our guest speaker Darren helped the community to learn some of the financial strategies which enable them to grow their superannuation by investing in real estate.
Seminar Your Financial Bucket List – 5 Must Do’s Before You Die 2011
This was a great opportunity to learn about Essential Do’s and Don’ts in relation to modern estate planning. Darren shared important ideas that have a significant impact on families’ financial wellbeing.