The Owner's Table

Are you looking to take control of your financial future and build a secure, prosperous life for yourself and your loved ones? Join our comprehensive financial planning workshops, led by an expert with a wealth of knowledge and experience.

As a financial planner with a Master's in Commerce (majoring in finance), an Honours year in Economics and Accounting, CFA Charter Holder, and SMSF specialist certification, I bring a deep understanding of financial strategies and tools to help you achieve your goals. I run a dedicated financial planning company focused on helping individuals and small businesses with wealth creation, management, and protection.

About Our Events

Our workshops cover a wide range of essential financial topics designed to empower you with the knowledge and skills needed to make informed financial decisions. Whether you are an individual looking to secure your financial future or a business owner aiming to optimize your financial operations, we have something for you.

Event Topics Include:

Cash Flow Management:

Learn effective strategies to manage your income and expenses, create budgets, and improve your financial health.

Investing Basics and Advanced Strategies:

Understand the fundamentals of investing, explore different asset classes, and discover advanced strategies to grow your wealth.

Superannuation and Retirement Planning:

Gain insights into maximizing your superannuation, planning for a comfortable retirement, and ensuring you have enough funds to enjoy your golden years.

Protection and Insurance:

Explore various insurance options to protect yourself and your family from unexpected financial setbacks.

Self-Managed Super Funds (SMSFs):

Dive deep into the world of SMSFs, learn about compliance, and understand how to manage your own super fund effectively.

Aged Care Financial Planning:

Prepare for the financial aspects of aged care, including funding options, government support, and estate planning considerations.

Investing for Kids:

Discover ways to invest for your children's future, from education savings plans to investment accounts that grow with them.

Estate Planning:

Ensure your assets are distributed according to your wishes and learn about wills, trusts, and other estate planning tools.

Business Succession Planning:

Develop a robust plan for the future of your business, whether you intend to sell, transfer, or wind down your operations.

Why Attend?

Expert Guidance: Benefit from my extensive education and experience in finance and economics.

Comprehensive Coverage: Each workshop is tailored to cover all aspects of the topic, providing you with practical knowledge and actionable steps.

Networking Opportunities: Connect with like-minded individuals and professionals who share your financial goals and challenges.

Customized Solutions: Gain personalized insights and solutions that address your unique financial situation.

Join us to transform your financial outlook and take proactive steps toward a more rewarding and fulfilling life. Register today for our upcoming events and start your journey to financial success!