Seminars and Workshops

Our aim is to help you make informed choices about your finances. We regularly run client seminars and workshops with guest speakers from various fund managers, to keep you up to date with current issues.

We also run an introductory workshop. These workshops are an ideal introduction to the financial planning process - as well as an opportunity for you to assess our professional approach to your financial planning requirements:

PERSONAL FINANCIAL PLANNING
DEVELOPING THE ESSENTIAL FRAMEWORK

An introductory monthly seminar aimed at enabling attendees to build a solid foundation for their financial plan

An overall framework for investing long term is essential for long term financial success. A framework helps us to continue to acquire assets irrespective of short term fluctuations in markets.

Unfortunately, not everyone is switched on to this essential ingredient. We’re trying to play our part in improving this by running a workshop – Personal Financial Planning – The Essential Framework.

The seminar will help you to see the importance of clearly defining what you want, why you want it and how to go about getting it.

You will learn that with a compelling financial strategy you are almost guaranteed to reach your full financial potential.

You will learn that, no matter how well your investments perform, without a strategy you may still fail to reach your goals.

If you would like to attend one of our seminars please phone (03) 9690 1844 or email us with your contact details at pwpw@professionalwomensinvestments.com .