Workshops
Workshops to help you retire with certainty
Retirement is one of the biggest financial transitions you’ll ever make – and the more informed you are, the better prepared you’ll be.
My online and in-person workshops will help you, your team or your community group understand the key concepts behind planning for retirement, structuring your finances, and making informed decisions about what comes next.
Whether you’re starting to think about retirement or are actively planning for it, my workshops have been created with you in mind.
Why choose an Emu Wealth workshop
Insightful and relevant
Clear, practical information supported by real-life case studies and the financial metrics that matter.
Backed by decades of knowledge
Insights drawn from 30 years of financial planning expertise.
In-person or online
Flexible delivery at your workplace, community venue or via Zoom – wherever suits you best.
Who our workshops are for
Individuals
Whether you’ve discovered me on TikTok and want to learn more, or are fast-approaching retirement and need to put a plan in place, my regular Zoom workshops will demystify retirement planning and help you feel more confident about your money. Register your interest for the next online workshop here.
Employers
Support your team’s financial wellbeing by improving financial literacy and helping employees feel more confident about their future.
Community Groups
From sports teams and recreational clubs to chambers of commerce, neighbourhood centres and beyond, we’ll enlighten and educate your people – so they can make smarter financial decisions.
We’re also pleased to offer pro-bono services for migrant communities – please get in touch for more information.
The Retire with Certainty Workshop
What you'll learn
In our most popular workshop, Retire with Certainty, we explore how you can retire sooner – without running out of money.
You’ll discover:
The key concepts for getting your financial house in order for retirement
A smart super strategy – plus a quick three-minute check-in to see where you’re at
A strategy to help you pay less tax
How to identify your own unique “retirement gap”
How a superannuation recycling strategy may help you pass more money on to your children
A legacy check-in to see how many key items you’ve already ticked off your list
Please note that this is general advice only, with all the correct disclaimers. There’s no hard sell – just clear, practical information you can use to make confident decisions about your future.
Interested in other topics? We can tailor our workshops to suit your industry – get in touch for more information.