Money Month

To celebrate Money Month, we’re excited to invite you to our upcoming series of webinars designed to help you take control of your finances and achieve your financial goals.  

Choose the session that suits you best, or join us for all of them 

Upcoming Events

Mortgage Mastery: Get Sorted with Katie Wesney

Tuesday 6th August, 7:30pm

Mortgage Mastery: Get Sorted with Justin

Thursday 8th August, 12:30pm

Building Wealth: Get Sorted with Hannah

Tuesday 13th August, 7:30pm

Building Wealth: Get Sorted with Shelley

Thursday 15th August, 12:30pm


Securing Retirement: Get Sorted with Elizabeth

Wednesday 21st August, 7:30pm


Securing Retirement: Get Sorted with Kirsten

Thursday 22nd August, 12:30pm


Money Master Panel (Katie, Liz, Robyn, Karla)

Wednesday 28th August, 12:30pm

Get notified

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Hear what our clients have to say about their experience with

"Paul Cho always explains his advice in terms I can understand. He created an environment and rapport where he’s able to challenge me to look critically at my spending habits, goals and previously held beliefs of what might be possible. I have much greater financial literacy, and feel much more financially empowered and motivated since working with Paul."
Paul Cho's client
"Best thing we have ever done. Great to see exactly where your money is going and the progress we are making with our mortgage. We are very grateful. Thank you to the team."
Elizabeth Blake's client
"We have been amazed at what a difference restructuring our banking has made to paying our mortgage off quicker."
Nadine Higgins' client
"Roger is just fabulous! He listens to us and has our end goals at heart. We would not be in the position of having options if it wasn’t for Roger and the team. Best decision and investment we have ever made. Thank you."
Roger Swift's client
" has made us more aware of our spending and what the possibilities are when it come to our finances and paying off our mortgage. We are extremely excited about what we will achieve in the next few years."
Alisha Brady's client
"I liked that Kristin was thorough, didn't judge my spending habits, and made me feel like I've got options. She also explained things in ways that were easy to understand."
Kristin Sutherland's client
"I like that it was a personalised service. My consultant was knowledgeable and able to answer my questions with clarity & non-judgement. I was able to establish some clarity for my goals in the timeframe."
Kristin Sutherland's client
"Hannah was very approachable and easy to talk to. We didn’t feel like we were being told off or made to feel we had been doing the wrong thing, but how we could turn things around and make things better."
Hannah McQueen's client
"I like how the plans are able to pivot when life requires, and how excited our coach seems to be helping us achieve our goals!"
Justin Gauci's client