A huge thank you to everyone who joined us for our Wealth & Wisdom event on the 28th of March 2025!
From start to finish, it was a day packed with expert knowledge, practical insights, and invaluable discussions that left us all more informed and empowered. We are so grateful to have shared the room with such an engaged audience, and we appreciate the time you took to be part of this experience.
Key Highlights from the Day
Noel Whittaker – Navigating Pension Changes & Estate Planning
We were privileged to have financial expert and best-selling author Noel Whittaker kick off the event, sharing deep insights into pension changes, common age pension traps, and the benefits of downsizing. His session on wills and estate planning sparked important conversations on ensuring your legacy is protected. A highlight was seeing attendees walk away with personally signed copies of Noel’s books—a special touch to an already invaluable session!
Hugh Robertson – Federal Budget, Superannuation & Market Update
Next, our very own Hugh Robertson took the stage to unpack the key Federal Budget changes, updates on balance transfer cap limits, and the latest insights on deeming rates. Hugh also provided a brief yet powerful market update, helping attendees understand how current economic trends may shape financial decisions moving forward.
The discussions were engaging, the Q&A sessions were thought-provoking, and the expertise in the room was second to none.
Couldn’t make it? Don’t worry—we’ve attached the event slides so you can revisit key insights at your own pace.
🔗 Download the Event Slides Here
We’ve also captured some incredible moments from the day. Swipe through our event gallery below!
Once again, thank you for joining us. Events like these remind us why we do what we do—helping you make confident, informed financial decisions.
Until next time!
