Financial Workshops Your People Will Actually Use
I run practical, jargon-free workshops that help people take control of their money, reduce financial stress, and make smarter decisions.
Each session is built around real examples, simple frameworks, and clear next steps that your team or clients can start using straight away.
Why Bring Me In
Practical and
engaging
Real numbers, real stories, and clear actions - not theory.
Compliant and independent
General advice education only, with the right disclaimers. No product flogging. Ever.
Flexible
delivery
I can run sessions via Zoom or in person, tailored to your audience and objectives.
Who we run workshops for
Employers – improve financial wellbeing, reduce money-related stress, and support employee retention.
Client‑facing businesses – accountants, mortgage brokers, real estate agencies, and industry groups. Offer genuine value, deepen relationships, and drive better client outcomes.
The value for your organisation
For employers (you and your employees)
- Lower money-related stress and distractions at work
- Better engagement and productivity through practical, bite-size actions
- Supports your wellbeing strategy and retention efforts
- Flexible delivery (lunchtime or after-hours) with minimal admin hassle
- Clear takeaways staff can implement within 30 days
For client-facing businesses (your clients)
- Offer genuine, proactive value that goes beyond your usual content
- Spark better conversations and improve client outcomes
- Strengthen relationships and trust with practical, jargon-free education
- Compliant, independent sessions (no product flogging)
- Easy to co-brand and promote — we provide comms assets you can use as needed
What attendees walk away with
- A simple action plan tailored to the topic
- A practical worksheet/checklist to use at home (where applicable)
- Optional 15‑minute Money Clarity Session to keep momentum
Popular workshop topics
Paying Off Your Mortgage
Discover practical strategies to reduce your loan term and interest without sacrificing your lifestyle. Learn how to structure repayments and use offset/redraw accounts effectively.
Investing Using Property – What the Brokers Don’t Tell You
Property can be powerful – if done right. Explore ways to access equity from your home, reduce tax, invest through super, and what many brokers won’t tell you before you dive in.
Tidy Up Your Money – Spend Smarter, Stress Less
Sick of juggling accounts and wondering where your money goes? Set up a clean banking system and build a spending plan that puts you back in control.
Super – What You Haven’t Been Told
Most people don’t know what their super is invested in, what fees they’re paying, or how much tax they’re losing. This session clears the fog — no jargon, just clarity.
Tax Tips That Can Save You Thousands
Feel like you’re paying too much tax? Learn simple, legal strategies to reduce tax through better structuring, smarter investing, and super contributions.
Tax Tips That Can Save You Thousands
Feel like you’re paying too much tax? Learn simple, legal strategies to reduce tax through better structuring, smarter investing, and super contributions.
If Something Happens… Will Your Family Be OK?
Would your family cope financially if the unexpected happened? Learn the essentials of income protection, life insurance, emergency funds, and how to prepare without panic.
How Much is Enough to Make Work Optional?
Retirement doesn’t have to be a mystery. Work out your ‘Make Work Optional Number’ and the steps to take now to reach it — without giving up your lifestyle.
Wills, Money and Kids – Getting It All Sorted
Estate planning isn’t just for the wealthy. We cover wills, super beneficiaries, powers of attorney, and the key documents every family needs to protect what matters most.
The Cost of Default – Why ‘Set and Forget’ Can Hurt You
Default settings in super, insurance, and banking can quietly cost you thousands. Know what to check, what to change, and how to avoid poor outcomes from inaction.
Can’t see what you need? We can tailor a session to your audience and objectives.
Delivery & format
- Online: Zoom delivery (evening sessions recommended to maximise attendance for families).
- In person: We come to you.
What you’ll need on the day
- In person: Projector/screen, HDMI, audio, and a room sized for your audience.
- Via Zoom: Simply log in – we’ll handle the rest.
How it works
Every step is designed to leave you better off – with insight, direction, and confidence about your financial future.
Briefing call
Briefing call
Customisation
Customisation
Delivery
Delivery
Follow‑up
Follow‑up
Ready to see if I can help you?
Book your workshop
Workshop FAQs
Do you give personal advice in the session?
No. The workshops are general education only. Attendees should seek personal financial advice before acting on anything we cover.
Can you customise the workshop to our industry?
Yes. We tailor examples, case studies, and activities to suit your audience — whether employees, clients, or industry groups.
In person or online?
Most workshops run online in the evening to make it easier for attendees with partners and kids, but we can deliver in person if that is preferable.
Get in touch and we can discuss your needs.
Do you provide recordings?
No – these are practical workshops designed for live interaction. If you miss a session, feel free to contact me directly to discuss your needs, or I can put you on the list for the next available workshop.
What do we need on the day?
- In person: A projector/screen, HDMI, audio, and a room that suits your audience size.
- Via Zoom: Simply log in and attend — we’ll handle the rest.
Have another question?
Get in touch and I’d be more than happy to answer any questions that you may have.