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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Progress – Make it Count!

July 29, 2021 @ 12:00 pm - 1:00 pm


Our PROGRESS  workshop is the final of our three part ‘Make it count” series.

In this workshop we show you how to link your financial plan with an investment strategy that will deliver the returns required for success.

You will gain insights into what your investment options are and understand  which investment types are appropriate for your specific goals and time horizons.

A greater understanding of your investment strategy will help you manage your expectations around market events. You will gain the confidence to stick with a well constructed solution or know how to make changes neccessary to adjust.




July 29, 2021
12:00 pm - 1:00 pm
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Online from the comfort of your own space.


Dominic White

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?