You might be familiar with our 7-Steps to Achieving Financial Freedom in our other services, but what if we told you there’s a way to dive even deeper into each of these steps? Imagine not just learning about them but actually applying that knowledge, setting concrete financial goals, and crafting a personalised plan ready for action, in just one day.

We get that financial decisions can be overwhelming, but we’re here to provide guidance and answers. One day can make a real difference to your financial future. Join like-minded individuals on this journey. Your path to financial empowerment begins here!

Introducing Our All-Day Financial Wellness Workshop

Are you ready to take control of your money and financial future? Our in-person workshop is designed to provide a comprehensive deep dive into all areas of your finances. We’ll cover everything you need to know to achieve financial freedom, following our proven 7-Steps methodology.

Throughout the day, we’ll guide you through essential topics, ensuring you leave with a personalized ‘financial roadmap’ that you can put into action immediately. Here’s what you can expect:

Goal setting & creating a plan

Define your financial goals and learn how to create a strategic plan to achieve them.

Cashflow & Budgeting systems

Discover effective techniques for managing your cashflow and creating a realistic budget.

Getting debt under control

Say goodbye to the burden of bad debt and learn how to leverage good debt.

Superannuation & Maximizing Growth

Learn strategies to make the most of your superannuation and boost your retirement savings.

Shares & Portfolio Strategy

Gain insights into building a successful investment portfolio and maximizing your returns.

Property & Mortgage Strategies

Explore property strategies to build a portfolio and learn smart ways to accelerate mortgage repayments.

Safety Net – Insurance & Estate Planning

Understand the importance of protecting your assets through insurance and estate planning.

Guest Speaker on the Day

Benefit from valuable insights and expertise shared by our guest speaker.

Join us at the workshop and embark on a journey towards financial empowerment. Don’t miss this opportunity to unlock your full financial potential!

Total Value: $11,979 (Plus, you will receive our Money 101 online course for free – worth $250)
Cost: $990 Plus GST – Price includes a free guest!

DOWNLOAD ‘WHAT TO EXPECT ON THE DAY’ PDF

The Money Sandwich All-Day Financial Roadmap Workshop Promo Video

FAQ

Is this workshop suitable for beginners, or do I need prior financial knowledge?

Our All-Day Financial Wellness Workshop is designed for individuals of all experience levels. Whether you’re new to finance or looking to refine your skills, our workshop caters to a diverse audience and covers a range of topics.

What's included in the workshop price?

Our All-Day Financial Wellness Workshop price includes all course materials, access to expert guidance, personalised financial planning tools, ongoing support after the workshop and, of course, insights from our guest speaker. Morning tea and afternoon are also provided.
Plus you will also receive our Money 101 Online Course for free which is valued at $750. You will receive your log in details prior to the workshop.

How will I benefit from the guest speaker's insights?

At each workshop we invite a property and/or debt expert with a wealth of knowledge to share. They’ll provide valuable, real-world insights and answer your questions to enhance your learning experience.

What should I bring to the workshop?

As we want you to get the most out of the day we suggests to bring your:

Latest bank statement (as we will go through our categorising expenses strategy)
Latest superannuation statement (to explain where invested, insurance and beneficiaries)
A fully charged laptop
Laptop charger

Feel free to bring any specific financial questions you have – we encourage active participation!

Will I receive any follow-up support after the workshop?

Yes, we believe in supporting your financial journey beyond the workshop day. You’ll have access to resources, and our team is available for post-workshop consultations to help you stay on track with your financial goals.