Our complimentary seminars are presented to clients and their guests as part of our ongoing financial planning service. Through our seminar program we aim to provide updates on financial planning and topics of special interest.

Recent topics include:

  • Succession Planning
  • Transition to Retirement Pension
  • Economic Update
  • How you can assist your children or grandchildren to purchase their first property

Attendance is by invitation only. If you would like to know more or should you wish to be invited to the next seminar, please send an email to