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OUR EVENTS

Are you seeking independent advice for your personal savings and investment needs? Explore our upcoming events, where we offer insightful talks and presentations. ​

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We can also arrange to present at your workplace or for a group of individuals—helping you stay informed and confident in your financial journey. If this is of interest, get in touch, and we will arrange a convenient time.

Financial Wellbeing Presentation

 19 November  |  6.30pm

St George's Cricket Club

Join us for an insightful Financial Wellbeing Presentation. Get independent advice tailored to your personal savings and investment needs.

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We have had the pleasure of presenting to several esteemed companies this month, including:

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GET IN TOUCH

To request a comprehensive assessment of your financial situation, please fill out our enquiry form or contact us directly. We will gladly schedule an initial meeting. 

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