Financial Planning Events & Workshops

Join our educational sessions designed to help Australian families build stronger savings strategies and achieve their financial goals through practical, actionable insights.

Upcoming Events

Interactive workshop setting with financial planning materials and calculators
Sep 15, 2025

Building Your First Emergency Fund

  • Duration: 2.5 hours (10:00 AM - 12:30 PM)
  • Location: Adelaide Community Centre
  • Format: Interactive Workshop
  • Cost: per person

Learn practical strategies for establishing an emergency fund that actually works for your lifestyle. We'll cover realistic saving targets, where to keep your emergency money, and how to rebuild after using it.

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Modern conference room setup with financial charts and presentation materials
Oct 8, 2025

Savings Goals That Actually Stick

  • Duration: 3 hours (2:00 PM - 5:00 PM)
  • Location: fulonexvia Training Room
  • Format: Small Group Session
  • Cost: per person

Move beyond wishful thinking to create savings plans you'll follow. This session focuses on behavioural strategies, automatic systems, and adjusting your approach when life changes.

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Home Ownership Preparation Workshop

  • Duration: 4 hours (9:00 AM - 1:00 PM)
  • Location: Adelaide Financial Centre
  • Format: Comprehensive Workshop
  • Cost: per person

Understanding the real costs beyond the deposit — from stamp duty to ongoing maintenance. We'll help you create a realistic timeline and savings strategy for home ownership in the current Australian market.

Nov 12, 2025
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Monthly Webinar Series

Join our online sessions from home every third Wednesday. Each webinar focuses on one specific aspect of financial planning, giving you actionable strategies you can implement immediately.

Debt Reduction Strategies

Practical approaches to paying down credit cards, personal loans, and managing multiple debts effectively.

Investment Basics

Understanding different investment options available to Australian investors and how to start small.

Retirement Planning

Making sense of superannuation, additional retirement savings, and planning for different retirement scenarios.

Tax-Effective Savings

Legitimate strategies to reduce tax while building your savings, including salary sacrificing and tax-deductible investments.

View Webinar Schedule
Professional webinar setup with laptop, microphone and financial documents

Meet Our Financial Educators

Professional headshot of Rebecca Chen, Senior Financial Planner

Rebecca Chen

Senior Financial Planner

Rebecca has spent twelve years helping Australian families navigate major financial decisions. She specialises in practical savings strategies and has personally guided over 300 families through their first home purchase process. Her approach focuses on realistic planning that adapts to real-life circumstances.

Professional headshot of Sarah Mitchell, Investment Strategy Consultant

Sarah Mitchell

Investment Strategy Consultant

With a background in both banking and financial education, Sarah translates complex investment concepts into practical steps anyone can follow. She regularly presents at industry conferences and has developed investment education programs used by several Australian financial institutions.

Full Event Calendar Available

Our complete calendar includes quarterly workshops, special guest presentations, and seasonal financial planning sessions. All events are designed to build on each other, creating a comprehensive education experience over time.

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