Budgeting & Cashflow

2019 Client Christmas Mix & Mingle Party

Thank you to everyone that came to celebrate our Christmas party at Humber. We enjoyed our end of year client XMAS party and it was a cracker. Cocktails, food and laughs enjoyed by all. The one thing I noticed was all the smiles in the room. Happy clients, friendships and newfound memories.

Thanking all of our clients, family and friends for their loyalty, patience and friendship in 2019. Looking forward to helping my feel so good family (my clients) and their loved ones in 2020

2017 mix & mingle party


24th November 2017

Thank you to everyone who joined us for our annual Christmas Party. So proud to be able to support a charity as wonderful as Barnardos Australia. As always, the team was in full swing and had a fabulous time with everyone enjoying some cocktails and tapas. Congratulations to the winners of the lucky door prizes. 

2018 mix & mingle party


23rd November 2018

Thank you to everyone that came to celebrate our Christmas party at Humber. We were happy to again donate $2,500 to Barnardos Australia with the help of the Count Charitable Foundation! As good food, beer and cocktails were enjoyed by all we look forward to many successful, productive years ahead with our  amazing, loyal, happy clients who we consider family.


Pengana Australian Equities Fund

18 OCTOBER 2017

Thanks to Alex from Pengana who gave our clients an insightful presentation on the Pengana Australian Equities Fund. Alex shared the core drivers and beliefs of the fund and the importance of protection of the downside. 

Whats news?

July 2018

Congratulations to Sophie for graduating from university. All her hard work paid off with a well earned double degree in law and finance! We are so proud of you!

sophie graduate.jpg



17 FEBRUARY 2017

Thanks to Jacqui from Colonial First state for her fabulous and enjoyable presentation on Behavioural Finance.

Jacqui gave a fascinating insight into the psychology of investing and human behaviour towards money. 



21ST APRIL 2017

Today we held another 'Lunch and Learn' on behavioural finance. A big thank you to Jacqui from Colonial First state for her enjoyable presentation. 

Jacqui shared fascinating insights into the psychology of investing and the human behaviour towards money and their financial decisions.

We had a full house and would like to thank everyone who attended. Make sure you keep a eye out in your inbox for future 'Lunch + Learn' events.