Join us at our upcoming Albury, Bairnsdale and Sale Wealth Seminars

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Contact Us
Retirement Financial Planning

Plan ahead. Be Retirement Happy.

Welcome to our upcoming wealth management seminars. Building wealth and creating the financial freedom to allow you to concentrate on what’s important to you takes unique planning. Planning out the future and partnering with investment specialists, is the first step towards a happy retirement.

Register Now

Albury

  • Date: Thursday 2nd May
  • Time: 7.30am to 9.00am.
  • Location: Mantra Albury, 524 Smollett Street
  • Breakfast Provided

Sale

  • Date: Wednesday 8th May
  • Time: 5.30pm to 7.00pm.
  • Location: Criterion Hotel, 90 MacAlister Street
  • Refreshments and Nibbles Provided

Bairnsdale

  • Date: Thursday 9th May
  • Time: 5.30pm to 7.00pm.
  • Location: The Centre, 5 Radford Place
  • Refreshments and Nibbles Provided.

Please join us for our inaugural wealth management sessions to be held in Albury, Sale and Bairnsdale throughout the month of May. During our sessions we will discuss the required steps to live the retirement you deserve and take advantage of your investment opportunities along the way.

Our team will be joined by investment specialist from Bennelong & Pan Tribal to host thought provoking sessions in a welcoming and friendly environment.

In our seminars, you’ll learn:

  • Planning out the retirement designed for your individual needs
  • Review of opportunities to boost wealth before June 30
  • Economic updates hosted by Bennelong & PAN Tribal
  • Investment opportunities in the current state of the economy

Our Hosts for the event will be:

Bennelong (all venues) & Pan Tribal (Sale & Bairnsdale)

Nathan Masalski

Bennelong Australian Equity Partners
Account Director, Investments – VIC and TAS

Bennelong is a multi-boutique company that provides investment solutions to institutions, financial advisers, family offices and direct investors. Their boutiques invest across Australian equities; global listed infrastructure, global listed real estate, global emerging markets; and global small-mid caps. Bennelong’s off-shore partnerships are distribution arrangements focused on growing and embedding specialised Investment strategies within the Australian market.

Nick Baring

PAN Tribal Asset Management
Key Account Manager

Pan Tribal Asset Management source and distribute high quality investment products managed by experts from around the world. Pan Tribal provides true-to-label investment product solutions that meet their clients’ investment objectives. Key executives within the business co-invest their products which highlights the faith the managers appointed and belief in the business.

Sterling Grange Financial Planning Team

Nick Andrews

Nick holds a Bachelor of Business (Financial Planning) and is also a CERTIFIED FINANCIAL PLANNER® with the Financial Advice Association Australia. Raised in country Victoria, Nick completed university in Melbourne and later commenced as a Graduate in a Global Accounting Practice in the Financial Planning division. During his 17 years with the firm, Nick gained experience in the Melbourne office before transferring to Albury and continuing to develop professionally in a regional setting.
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Jake Taylor

Jake is a skilled financial services specialist focused on holistic advice with a successful track record since his beginnings in the industry in 2011. His expertise is in wealth generation and protection, providing exceptional client-centric services and tailored financial strategies. Jake seeks to build and maintain relationships with his clients so he can become their trusted adviser and be part of their ongoing financial success.
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Carl Freshwater

Carl has over 15 years’ experience working with clients to meet their financial goals, starting in investment banking before moving to Financial Planning in 2008. He has dedicated himself to becoming a highly qualified financial adviser with qualifications and technical knowledge at the highest level to serve his clients’ needs. Carl is known for his quality and integral advice.
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Protecting your Business Key Person

Spots will be limited based on venue sizes so please register early.

Looking forward to seeing you there.

To reserve a seat, please fill out the registration form below.

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