Strategic Finance Events That Actually Matter
Join industry professionals who understand that real financial growth comes from practical insights, not flashy presentations. Our events focus on genuine relationship building and actionable strategies.
Connect With Our TeamEvidence-Based Financial Planning
After working with hundreds of Australian businesses, we've learned something important: the best financial strategies aren't revolutionary — they're systematic. Our events bring together people who appreciate careful analysis over quick fixes.
We focus on practical applications rather than theoretical frameworks. Each session builds on real case studies from our client work, showing you exactly how successful businesses navigate complex financial decisions.
Upcoming Financial Events Schedule
We host quarterly sessions designed for business owners who want substantive discussions about financial strategy. Each event maintains a small group format to encourage meaningful conversations.
Q3 Business Finance Workshop
This session examines cash flow forecasting methods that have worked consistently across different industries. We'll walk through actual scenarios from manufacturing, retail, and service businesses to show how the same principles adapt to different challenges.
August 2025Investment Strategy Round Table
A focused discussion on portfolio diversification for business owners. We'll cover practical asset allocation strategies and discuss how to balance business reinvestment with personal wealth building. Limited to 15 participants.
October 2025End-of-Year Tax Planning Summit
Our annual comprehensive review of tax strategy opportunities. This year we're particularly focused on recent changes to small business tax provisions and how they affect different business structures. Includes individual consultation time.
November 2025Financial Professionals Leading Our Sessions
Henrik Caldwell
Senior Financial Strategist
Henrik spent twelve years with mid-sized Australian businesses before joining our team. He specializes in helping companies transition from startup funding to sustainable cash flow management.
Tobias Magnusson
Investment Advisory Lead
Tobias brings a practical perspective to investment strategy, having worked directly with business owners to balance growth investments with risk management for over fifteen years.
Emilio Rosetti
Tax Strategy Specialist
Emilio focuses on tax planning that actually fits how businesses operate. His approach emphasizes simple, sustainable strategies that business owners can implement without constant professional oversight.
Current Business Finance Landscape
The Australian business environment continues to present interesting challenges. Interest rate changes have affected business borrowing patterns, while supply chain adjustments have created new cash flow considerations for many of our clients.
What we're seeing consistently is that businesses with strong financial planning systems adapt more quickly to changing conditions. It's not about predicting the future — it's about having frameworks that work regardless of external circumstances.