Events
Upcoming events
Past events
21 August 2025
7:30 AM
TBC
Breakfast Education Session
Join us for an informative morning workshop and breakfast.
28 May 2025
5:30 PM
TBC
SMSF Education Session
Learn how to make the most of investment options, minimising taxes, compliance issues, and investment properties.
28 May 2025
9:00 AM
L4, 3 Loftus St, West Leederville
Business Growth Seminar
Join Growth Expert Alison Taylor for this seminar designed to provide tools and insights to accelerate growth.
14 May 2025
7:30 AM
101 Oxford St, Leederville
EOFY Economic Update
Learn about how the latest federal budget will affect you, your family, and your business.
8 May 2025
12:00 PM
L4, 3 Loftus St, West Leederville
Insight Lunch
Julia Ewert will share some best practice sales and negotiation skills (used by the FBI) to help businesses be more effective.
5 March 2025
12:00 PM
L4, 3 Loftus St, West Leederville
Insight Lunch
Update your will and learn to plan in order to achieve a smooth transition period after your passing.
22 January 2025
12:00 PM
L4, 3 Loftus St, West Leederville
Insight Lunch: Family Boards
Learn about wealth and succession from industry experts in a small group setting.
28 November 2024
5:00 PM
742 Newcastle St, Leederville
Client Christmas Drinks
Come and celebrate another fantastic year with us. This event is all about what matter most to us, our clients.