Firewalls, Families & Frameworks

Step into a day filled with knowledge and actionable insights designed to protect your wealth and future.

What’s happening

We have curated four valuable sessions:

9:00 am – 9:45 am Cybersecurity: Potentially the Biggest Risk to your Financial Security
Discover the latest tips to protect your digital life. We will guide you through practical, easy to implement tips to strengthen you against emerging threats. Additionally, we will be highlighting tips and features of our Client Portal.

10:00 am – 10:45 – Wills, BFAs, and Intergenerational Wealth Protection
Chris Young will share why traditional approaches might be leaving your estate vulnerable. Learn how to safeguard your wealth for future generations and navigate the complexities of binding financial agreements and missing Wills.

11:00 am – 11:45 pm Collaborative Resolutions – The New Approach to Resolving Family Disputes
Learn an effective approach to avoid family disputes. Join Meredith Hatton as she outlines strategies to prevent and resolve family disputes, ensuring smoother outcomes.

12:00 pm – 12:45 pm Making Your SMSF Investment More Successful
Explore the essential role of a finely tuned Investment Policy Statement. Justin Hooper will provide a method for you to create an Investment Policy similar to the biggest and most successful funds.

RSVP
To ensure you can attend the sessions that interest you, we kindly ask that you RSVP for each session individually.

Refreshments:
Light refreshments will be served throughout the event. Please let us know if you have any dietary requirements.