Financial Education Webinars
Join our expert-led sessions designed to enhance your financial knowledge and investment strategies. Whether you're planning for retirement or exploring new investment opportunities, our webinars provide practical insights you can apply immediately.
Upcoming Sessions
Reserve your spot for these comprehensive financial education sessions. Each webinar includes interactive Q&A periods and downloadable resources to support your learning journey.
Advanced Portfolio Diversification Strategies
6:00 PM - 7:30 PM AEST
Explore sophisticated approaches to portfolio construction that go beyond traditional asset allocation. We'll examine correlation patterns, sector rotation strategies, and how to balance growth potential with risk management across different market conditions.
Register NowTax-Efficient Investment Planning
6:30 PM - 8:00 PM AEST
Navigate the complexities of tax-advantaged investing with practical strategies for superannuation, franking credits, and capital gains optimization. Learn how to structure your investments to minimize tax impact while maximizing long-term wealth accumulation.
Register NowRetirement Income Strategies Workshop
7:00 PM - 8:30 PM AEST
Design a sustainable retirement income plan that adapts to changing market conditions. We'll cover pension phase strategies, drawdown techniques, and how to create multiple income streams that can weather economic uncertainty while preserving capital.
Register NowPrevious Webinar Archive
Catch up on valuable insights from our recent sessions. Each archived webinar summary includes the main discussion points and actionable strategies that participants found most valuable.
Market Volatility Management Techniques
June 12, 2025This session focused on practical approaches to managing investment portfolios during turbulent market periods. We examined historical volatility patterns and discussed how different asset classes respond to market stress.
Key Learning Points:
- Dollar-cost averaging strategies during market downturns
- Rebalancing frequency and threshold-based approaches
- Using volatility as an opportunity for strategic positioning
- Emotional discipline techniques for long-term investors
ESG Investing: Beyond the Buzzwords
May 28, 2025An in-depth look at environmental, social, and governance investing that went beyond marketing materials to examine actual performance data and implementation strategies for retail investors.
Key Learning Points:
- Evaluating ESG funds based on holdings rather than marketing
- Understanding the cost implications of ESG screening
- Sector biases inherent in many ESG approaches
- Building ESG exposure without sacrificing diversification
Interest Rate Changes and Your Portfolio
April 16, 2025We explored how changing interest rate environments affect different investment categories and discussed positioning strategies for various rate scenarios. The session included historical analysis and forward-looking considerations.
Key Learning Points:
- Duration risk in bond portfolios and mitigation strategies
- How rate changes affect different equity sectors
- Fixed vs. variable rate considerations for debt management
- Positioning for different rate cycle phases
Meet Your Instructor
Marcus Chen brings over fifteen years of financial advisory experience to our webinar series. His approach combines academic rigor with real-world application, helping participants understand both the theory and practical implementation of investment strategies.
Having worked through multiple market cycles, Marcus specializes in translating complex financial concepts into actionable strategies that individual investors can confidently implement in their own portfolios.