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.

Latest Past Events

Progress – Make it Count!

Online from the comfort of your own space.

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 […]


Create Order – Make it Count!

Online from the comfort of your own space.

Financial success begins with creating order in your personal finances. It is tempting to skip this part because it is not technical and we all know what we need to do right? Well why are are we so bad at doimg it then? Knowing what to do and actually doing them is often harder than […]


It’s your Money – Make it Count!

Online from the comfort of your own space.

Finding your money management inner peace is tricky at the best of times. Feeling good about your finances in this new pandemic induced bamboozlement is just that much harder. If you want to get your existing finances in order this workshop is for you. You will get insight into the main factors that determine the […]


It is not the drill that we want but the hole.

It is not the investment itself that has value, but rather what that investment allows or achieves which is most valuable.