Professional Wealth Logo
Home
About Us
Our Clients
Services
Fees
Resources
Institutions
Contact
Make Work Optional (tm)

Professional Wealth is a
Corporate Authorised Representative
of Money Managers Partner Solutions
AFSL No. 289573

Resources Speaking engagements

Contact us to speak to your group (eg. staff, training and partner meetings, offsites and conferences, dinner speaking, student and alumni) on topics relating to wealth management including ...

  • Make Work Optional™: A how to guide
  • In Summary: Expert views about managing wealth  (based on our Executive Summaries)
  • Wealth benchmarks: Scorecarding your own wealth / Learnings from studying the personal finances of 1000s of wealthy Australians 
  • Making Partner: Important considerations
  • Money Management for Women
  • Art Appreciation: Price trends and investment characteristics
  • Family office [professional] investment management
  • Integrated Career and Wealth Management (can be jointly facilitated with a career specialist)