Financial Fitness & Purposeful Wealth

This session brings together the practical financial knowledge and deeper personal reflection on what wealth truly means to you. With discussion from Justin Holland -Financial Planner and James Zois - Performance Coach.

Justin will cover key topics including:

1. Investments & Wealth Planning
2. Superannuation & Retirement Planning
3. Transferring UK Pensions to Australia

James will explore the deeper question many face: What does wealth really mean to you?

Internal Success vs Financial Wealth

• The difference between external wealth and internal success
• Clarifying why you are pursuing income and financial growth
• What sacrifices are often required to achieve financial goals
• Defining your purpose and shared vision for life and business
• Aligning financial success with personal fulfilment and values

This discussion invites participants to reflect not just on how to build wealth, but why it matters and what it should ultimately support in your life.

Ticket includes drinks and a sharing platter.

Please note: NEW Venue

Event Venue & Nearby Stays

unit 2/14 Kenji St, 14 Kenji Street, Mornington, Australia

Concerts, fests, parties, meetups - all the happenings, one place.

Get App