Most of us know the benefit of having insurance cover. We pay for our car insurance. Our home and contents. But what about your
personal insurance? Have you considered what life looks like if you or one of your family members suffered a personal injury or
illness? How would this impact your life? As one of the most misunderstood components of life in the western world, with a large
portion of your income directed to it, it's imperative to get insurance right.
A well-structured insurance strategy will reduce the financial burden in the event of accident or unexpected loss.
In this webinar we'll discuss how to clearly define and identify what you need to look for when buying insurance across all stages of your life.
WHAT WE’LL COVER:
Receive award-winning information from Shannon Smit, financial adviser and winner of Women
In Finance Financial Adviser of The Year 2021
and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. We invite
you to join our free webinar series and take control of your finances, regardless of your age or financial position.
LIVE EVENT
3rd May 2024
Welcome to Mornington Peninsula's original pop-up pre-loved market with a difference. Fashion For A Cause is a not-for-profit
fundraiser event. Grab a fashion bargain or unique piece, wine with friends, bid on silent auction items, all to raise funds for Clothes
4U.Inc. All proceeds from the event including stall sales, ticket sales and clothing purchases on the night will be
double-dollar-matched and donated to Clothes 4U Inc.
ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This
webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and
secure your financial future.
ONLINE WEBINAR
9 August 2023 // 4:00 - 5:00p.m.
We invite you join this very special webinar with Jody Fitzgerald, Head of Institutional Portfolio Management at Morningstar, one of the
most well-known and respected investment professionals in Australia, to gain insights into the modern investing landscape.
ONLINE WEBINAR
27 July 2023 // 12:30-1:30pm
(ESG) considerations have become increasingly important for investors as they look to make investment decisions that align with their values
and have a positive impact on the world.
ONLINE WEBINAR
21 June 2023 // 12:30-1:30pm
Many people believe that if they have a valid Will they also have
an estate plan, but this is not so. While a Will outlines where the deceased individual's assets will be distributed, it does not
include various other documents and directives that are available.
LIVE EVENT
5 May @ 7 - 10pm
This exclusive and intimate fundraiser event is an opportunity to meet the makers behind Crittenden Wines, enjoy fine wine tasting,
delicious food, great company and bid on silent auction items, all to raise funds for Mental Health Safety Net.
