Events

Previous Elevate events and financial education sessions

Retirement Chat

2019/03/01 ยท Salt Essential IT

A big thank you to Salt Essential IT. Had a chat with their employees about the importance of saving for their retirement, as part of their employee wellness program. I trust that the information shared with them will guide them in the right direction.

Coffee & Croissants

2019/02/07

A fantastic second C&C event. Thank you to all the ladies that attended my Coffee & Croissants session this morning. I trust that the information shared was valuable and will assist in making you more financially fierce.

Christmas Thanks

2018/12/13

A small token of appreciation for all of my valued clients. Sending someone a note of appreciation or a small gift at unexpected times may make your gesture of appreciation more special.

Black Friday

2018/11/25

Just for you and your family. Sign up for a Unit Trust from 23 Nov 2018 to Thursday 29 Nov 2018 and first year adviser fees were reduced to zero, with annual fees thereafter.

Coffee & Croissants

2018/10/25

Thank you to the 10 ladies that attended the first Coffee & Croissants event. The session focused on the road to becoming financially fierce.