Training for Advisors

We have been training and educating Financial Advisors and Accountants in small and large teams, for many years and have been privileged to be included in their PD days and regular training schedules. We use case studies to help breakdown the concepts and make sessions interesting and practical.

Recently we have introduced a Webinar Estate Planning Masterclass series that has been well received and is convenient for advisors in regions and who are otherwise unable to attend face to face learning.

Advisors who receive our regular training become confident and comfortable in having a meaningful estate planning conversation without venturing into legal advice. Raising the importance of estate planning to your clients is in their best interests, so talk to us today about booking a training session.

View Our Advisor Webinars

Presentations for your Clients and Superfund Members

Our client presentations are well known for their informative and engaging content. Estate planning does not need to be a dry or boring session. It is full of interesting stories and practical insights of benefit to people who may otherwise not know about this important topic.

Estate planning is a particularly popular topic for clients moving into their later years. We have presented at numerous Retirement seminars and audiences appreciate the information presented on estate planning and regularly rate it as the number 1 topic that they want to hear about.

We regularly present to client and super fund member audiences, ranging from numbers as small as 10 to audiences as large as 150. Each time we tailor our presentation to ‘speak’ to the particular audience and their situation, so that the information they receive is relevant and practical for them.

Talk to Us Today

If you would like to know more about how we can partner together to ensure your clients receive the best advice and service, please call us on 1300 132 567 or email us.

    What Advisors say about our training sessions

    Partner, Lawyer

    Testimonial

    "Your client webinar on ‘Why a Will is not Enough’ is one of the best webinars I’ve seen on the topic because it is so simple and informative."

    Commercial Law Firm
    Partner, Accountant

    Testimonial

    "I just wanted to say thanks for your time and that was one of the most enjoyable presentations in a long time. I really liked the trust in the team. It was a fantastic demonstration of how affable and proficient your team are and I didn’t want to let the moment go by without acknowledging this"

    Large Accounting Firm
    Financial Advisor

    Testimonial

    "Very professional and informative. You were able to seamlessly interact effectively between presenters and be able to interact with the attendees. Topics also were very relevant."

    Super Fund
    Financial Advisor

    Testimonial

    "Good session, nice length and engaging."

    Super Fund
    9.4/10Average Rating

    Advisor Rating for 2020 Training

    What audiences say about our presentations

    Audience Member

    Testimonial

    "A very engaging presenter. An extremely useful presentation, much appreciated. Keep up these interesting seminars."

    Audience Member

    Testimonial

    "Totally met my needs. I will now change my Will."

    Audience Member

    Testimonial

    "Bloody brilliant! Inspirational!!! Many thanks to [advisor] for her recommendation."

    Audience Member

    Testimonial

    "We found it very interesting and makes us think what we need to do."

    Audience Member

    Testimonial

    "I’m reassured that my doubts about my existing ‘simple Will’ were well founded! I now need your advice."

    Audience Member

    Testimonial

    "You were extremely relevant and informative."

    Ann Janssen Talk

    Ann Janssen Talk

    Doyles 2019
    Step
    Tax Institute
    Women in Super
    Queensland Law Society
    Cover of Excellence
    Queensland Law Society