Live Financial Planning Webinars

Join our interactive sessions where real planning meets practical solutions. These aren't typical presentations – they're working sessions where you'll build actual strategies alongside experienced advisors.

Reserve Your Spot

Real-Time Strategy Building

Our webinars work differently. Instead of sitting through lectures, you'll participate in live planning exercises using real market data. We tackle current economic conditions head-on.

Each session runs for 90 minutes with plenty of time for questions. Participants often say they leave with actionable plans they can start using immediately.

Interactive budget modeling with current Australian market rates
Live Q&A with certified financial planners
Case studies from recent client success stories
Downloadable templates and calculation tools

Financial planning session in progress with interactive charts and participant engagement

Upcoming Sessions - Winter 2025

All webinars run on Australian Eastern Time and include session recordings for registered participants

July 15, 7:30 PM AEST

Investment Portfolio Rebalancing

Review your current allocations and adjust for mid-year market shifts. Bring your portfolio statements for personalized feedback.

July 29, 6:00 PM AEST

Tax Planning Before EOFY

Strategic moves you can still make this financial year. Focus on superannuation contributions and deduction timing.

August 12, 7:30 PM AEST

Property Investment Analysis

Live analysis of current Australian property markets. We'll examine real listings and run the numbers together.

August 26, 6:00 PM AEST

Retirement Income Strategies

Building sustainable income streams for retirement. Covers pension phase, account-based pensions, and transition strategies.

Broderick Castellano

Senior Planner

12 years specializing in retirement planning and tax-efficient investment strategies across Australian markets.

Meet Your Session Leaders

Our webinar hosts aren't just presenters – they're practicing advisors who work with clients daily. They bring current market insights and real-world experience to every session.

Both hold advanced certifications in financial planning and regularly contribute to industry publications. More importantly, they know how to explain complex concepts in ways that actually make sense.

Portfolio Management Tax Strategy Retirement Planning Property Investment

Maximiliano Delacroix

Investment Specialist

Former institutional fund manager with 15 years experience. Specializes in making institutional-level strategies accessible to individual investors.

Join Our Next Session

Webinars are limited to 25 participants to ensure everyone gets personal attention. Most sessions book out within a week of announcement, so early registration helps secure your preferred dates.

What Participants Actually Say

"The July portfolio session was exactly what I needed. Instead of generic advice, we worked through my actual holdings and market conditions. Left with a clear rebalancing plan I implemented the next day."

That feedback from recent participant Jameson reflects what we hear consistently – people appreciate the practical focus and immediate applicability.

"Finally found financial education that doesn't feel like a sales pitch. The tax planning webinar saved me more than the entire program cost." - Recent attendee