Want to be an employer of choice?
Empower your team with financial education!
We offer engaging sessions on a variety of topics, including retirement planning, smart investing, managing superannuation, and understanding insurance. Set your employees up for success with the tools and knowledge they need to thrive financially.
Our Speakers
Our advice team brings a wealth of experience, delivering engaging educational sessions to teams at local businesses across Newcastle and Lake Macquarie.
We’ve run successful education and planning sessions across the Legal, Mining, and Real Estate sectors, and can work with you to tailor a session that suits the needs and demographics of your team.
Read more about our speakers below.
Sally Considine
Sally is our Business and Estate Planning Specialist and strategic powerhouse! With over 20 years of experience in financial services and qualifications in workshop facilitation, she’s ready to bring energy, expertise, and valuable insights to your team education day or planning day.
Ross Buttenshaw
With over 25 years of experience in the finance industry, Ross brings a wealth of knowledge to his sessions. He has a knack for keeping things engaging with his sharp wit, and the ability to cover a range of topics from cashflow and budgeting all the way through to retirement planning. He’s passionate about helping people make confident, informed financial decisions.
Georgia Waters
With her psychology background and expertise in insurance, Georgia has a talent for connecting with people and making the tricky stuff simple. Her authentic, down-to-earth style keeps things engaging, leaving your team feeling informed, empowered, and ready to take charge of their finances.
Get in touch
Get in touch
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