Category: Seminars

Conversations that Matter – Anne Marie Seagrim

Anne-Marie Seagrim says that “money is in her blood”.  practice is based in South Australia and is focused on Estate Planning and looking after the needs of the entire family. In this interview with Cass Boyle, Anne Marie shares her stories and learnings, her belief that estate planning is the key to financial advice that considers […]


An introduction to the Opex and Xplan offering including a demonstration of the site presented by Paul Campbell, Director of Opex Consulting and Jaime Johns, National Practice Development Manager for Madison Financial Group. Paul and Jaime provide a high level overview of the key features, inefficiencies and what the documentation will look like. The following documents […]

The Why and How of Intergenerational Advice

Zurich presents the advice opportunities for financial planning. Download the PDF Version : [su_button url=”” target=”blank” background=”#e96656″ icon=”icon: file”]Download[/su_button] Thank you for joining us today and I’ll now hand you over to David from Zurich. Thanks, most of you guys would have met me at some stage or have stopped into the office. Zurich has […]

The Truth about Generation X and Y

Tim Hewson, National Partnership Manager, ING Direct presents “The truth about Gen X and Gen Y” Download the PDF Version : [su_button url=”” target=”blank” background=”#e96656″ icon=”icon: file”]Download[/su_button]   Hello everybody and welcome to today’s technology collective webinar “The truth about Generation X & Y” by Tim Huston from ING Direct. Thanks for joining us today and now […]