Events and workshops

As we are Business Transition Specialists, we regularly run seminars, training and other events that directly benefit our clients throughout the life of their business.

Our ultimate goal is to provide you with the resources and knowledge you need to achieve the lifestyle you deserve.

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Join us at an upcoming event

We may not always be running events ourselves but it gives us great pleasure to catch up with you at other upcoming events.  Below is a list of events that we are either running, sponsoring or attending if would like to get in touch and meet us there.

Personalised Financial Consultations Available


Past events

  1. ROCG Perth - Getting Started Digital Marketing - June 2016
    THURSDAY, 9 JUNE 2016 @ 7.30AM This 1/2 day workshop has been specifically designed to assist those of our Small to Medium Business clients to get started with Digital Marketing and start promoting their business in the digital world. If you are interested in joining us, get in early, workshops are limited to 5 seats! BYO laptop, logos and style guide – walk away with the confidence to get marketing!
  2. ROCG Perth - Event - Run a Profitable Business - Part I - Be Compliant
    WEDNESDAY, 27 JULY 2016 @ 7.30AM Passion, innovation, and creativity are the most common forces behind a new business coming to life. The excitement can be contagious and hard to restrain. We love sharing this joy with our new and existing business clients. A wise advisor will tell you however that passion alone is not enough to keep your dreams alive, and, when applied to a business scenario, the less exciting stuff is just as important to get in place and get right the first time.
  3. Networking Drinks - RandD Tax Incentive
    TUESDAY, 31 JANUARY 2017 @ 4.00PM The R&D tax incentive program provides tax offsets for targeted research and development activities, aiming to encourage more companies to undertake R&D and further stimulate and grow the Australian economy through innovation.
  4. What's happening with your super?
    WEDNESDAY, 22 FEBRUARY 2017 @ 7.30AM Time is running out! Do you really know what's happening with your super?
  5. Managing Director
    WEDNESDAY, 7 FEBRUARY 2018 @ 4.00PM Join us for cold drinks, great presentations, and fabulous food!
  6. Managing Director
    TUESDAY, 13 FEBRUARY 2018 @ 4.30PM Join us for this workshop and we'll share with you, everything you need to know to get started and feel confident with your money both now and in the future.
  7. Managing Director
    THURSDAY, 21 SEPTEMBER 2017 @ 8.00AM Find out what's happening in the world of investments
  8. Managing Director
    WEDNESDAY, 15 NOVEMBER 2017 @ 8.00AM Join us for breakfast and find out if your business might be eligible for a $20,000 business grant from AusIndustry.
  9. Managing Director
    TUESDAY, 31 OCTOBER 2017 @ 4.00PM Join us for cold drinks, great presentations and fabulous food! Guest speaker - Charlie Gunningham, Former CEO - Business News.
Personalised Financial Consultations Available
If you have any questions, please do not hesitate to send us a message. We aim to reply within 24 hours.
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