Each workshop includes interactive exercises, real-time live questionnaires and a personalised workbook for each participant. In addition, delegates receive a support pack containing vital information that includes, among others, useful financial tips and important items that should be contained in a will. Following the workshop, resources are made available for participants to further support their financial life-planning journey. These include newsletters, weekly tips, eBooks and dedicated bloggers on our web site.

Retire Successfully

Your journey to living a meaningful and balanced life in retirement

Intentional Investing

Your journey to merging money with meaning

Workshops based on

Dare to Lead™

This workshop is based on the research of Dr. Brené Brown

Empowering client conversations to enhance your value-add in Financial Planning

Your Money Journey

Understanding your relationship with money