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Financial Literacy Workshops

Practical financial education covering retirement planning, investing, superannuation, tax strategies, and wealth management.

No workshops currently scheduled

We're planning our next series of financial workshops. Register your interest below and we'll notify you as soon as new sessions are available.

Workshop Topics

What we cover in our workshops

1

Retirement Planning Essentials

Understanding your retirement needs, super strategies, and income planning for a comfortable retirement

2

Investment Fundamentals

Asset allocation, risk management, and building a diversified investment portfolio

3

Superannuation Optimization

Making the most of your super, salary sacrifice strategies, and contribution planning

4

Tax Planning Strategies

Legitimate tax minimization strategies and year-round tax planning techniques

5

Wealth Protection

Understanding insurance needs, estate planning, and comprehensive risk management

6

First Home Buyers

Saving strategies, government schemes, and property investment basics for first-time buyers

Why Attend

Build your financial confidence

Learn from ASIC-licensed financial advisers
Practical, actionable strategies you can implement
Small group sizes for personalized attention
Interactive sessions with Q&A opportunities
Take-home resources and planning tools
Network with like-minded individuals

Client Success

Trusted by Australians to build a better future

Real stories from real clients who have taken control of their financial destiny.

2 Jan 2025

Luke has been really helpful, considered and very personable in his approach to assisting us with our needs. He was actually recommended by a friend and it is obvious as to why he has built a strong r...

R

Robert Chittick

Google Review

29 Dec 2024

Excellent advice given in terms I could understand with an achievable plan for future me.

T

Tammie Pickard

Google Review

01 Dec 2024

Very helpful and knowledgeable advisers, would highly recommend their team.

S

Stephanie G

Google Review

01 Dec 2024

On recommendation from a business contact of ours we contacted What If Advice to help us with a business and personal life financial plan for our super and insurances. Ben and Leigh present as, and ha...

J

Jiggles Jangles

Google Review

01 Dec 2024

I have recently met with Ben and Leigh to discuss financial strategy personally and for my business. They are both very personable and genuine guys and I felt throughout the sessions that without a do...

M

Melissa Moore

Google Review

29 Nov 2024

I had the pleasure of having Ben Collin's as my financial advisor for my business and wow, the support and advice I got really helped the growth and opened my eyes to new and exciting ways to boost my...

R

Riley Yarnold

Google Review

26 Nov 2024

What If Advice has been amazing - I had an excellent experience working with Luke especially! Their team is not only highly knowledgeable but also incredibly approachable and patient. They took the ti...

S

Stephanie Phillips

Google Review

26 Nov 2024

Meeting with Luke at 'What If' has been a very positive experience. Not only is his advice helpful but he's a pleasure to deal with and communicates information clearly. I highly recommend What If Adv...

A

Ali Grace

Google Review

26 Nov 2024

Nice friendly people, very helpful easy to deal with - recommend their service.

T

Trevor

Google Review

20 Nov 2024

Professional service from start to finish. The team really understood our family situation and created a plan that works for us.

M

Michael Chen

Google Review

15 Nov 2024

Best financial advice I've received. Clear explanations and practical strategies that I can actually implement.

S

Sarah Johnson

Google Review

10 Nov 2024

What If Advice helped us navigate a complex inheritance situation. Their expertise and patience made all the difference.

D

David Smith

Google Review

05 Nov 2024

I was worried about retirement but the team put together a comprehensive plan that gave me confidence in my future.

E

Emma Wilson

Google Review

01 Nov 2024

Great experience with the whole team. They take time to explain everything and make sure you understand your options.

J

James Anderson

Google Review

28 Oct 2024

Highly recommend! They helped restructure my business finances and I'm already seeing the benefits.

L

Lisa Brown

Google Review

Take Action

Ready to transform your financial future?

Our team of ASIC-licensed advisers is ready to help you create a personalized financial strategy. Book your free consultation today.

15min
Free Discovery Call
90min
Strategy Session
24hrs
Average Response Time
ASIC Licensed
No Obligation
Expert Advice
Tailored Strategy

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