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Be equipped to help you achieve your financial goals!

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Trinity on Hampden

230 Hampden Road

Crawley, WA 6009

Australia

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Be equipped to help you achieve your financial goals!

Whether you are an individual, an investor, a retiree, a student or a business owner, we have the platform to help you set, track and manage your financial goals.

During the event you will have the opportunity to meet with our friendly team, connect with other financial professionals and find out about the App providers who are part of our growing network of referral partners. We have specifically partnered with Apps providers in the marketplace that will be beneficial for our clients and include, Receipt Bank, Servicem8, My Prosperity, Fathom, Dropbox and Xero so come along and discover how we are using these products to help our clients.

We are pleased to have special guests from the My Prosperity team who will provide an overview of recent changes to the client wealth portal we launched last year and upcoming features to be released soon.

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Date and Time

Location

Trinity on Hampden

230 Hampden Road

Crawley, WA 6009

Australia

View Map

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