This whole money management thing can be quite intimidating. It’s hard to work out who to trust and what information to filter and condense into something meaningful that you can practically implement.

To overcome this obstacle, we have created workshops so you can access concise information that focuses on improving your outcomes.

To be VERY CLEAR, the workshops are not sales pitches and the information provided does not constitute advice. The workshops are about sharing practical knowledge, to create awareness and help you to take meaningful and practical steps to immediately improve your outcomes.

You will gain confidence from:

1. Insight into what the overall money management process involves in a way that will make sense to you (No jargon)

2. Understanding the key factors that determine the success of your money journey.

3. Understanding why just getting the basics right will help you to get to where you want to be.

4. Leaving with a short list of action points to implement on your existing solution for quick wins to better outcomes.

These insights are delivered in the form of relaxed, simple and hopefully fun workshops. See our upcoming events on the calendar below and sign up or drop us a line if you have any questions.

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It’s your money – make it count!

May 27, 2020 @ 10:00 am - 12:00 pm



This crisis has hurt – plain and simple.

How have you fared?

Have you been well looked after?

What does your portfolio and plan tell you?

How do you even begin to assess the answers.

Join us for a review of the factors which you could use to assess your current position and what factors you need to get right in order to make the progress you deserve for yourself into this uncertain future.





May 27, 2020
10:00 am - 12:00 pm


Dominic White


Online from the comfort of your own space.

The best way to get something done is to begin…

If procrastination is the thief of time, and time is one of the biggest advantages you have when investing, what are you waiting for?