In October, we welcomed clients in Sydney, Melbourne, and Rockhampton for a series of seminars focused on navigating market trends and building financial confidence across generations. These events explored two key themes: understanding the economic forces shaping the second quarter of 2025 and uncovering strategies to help families thrive without compromising individual financial security.
Inside the Markets with Danny Wong
Our October Client Seminars each kicked off with an in-depth look at the forces driving global and domestic markets. Danny Wong, Manager Research at Alteris, shared his expert perspective on what’s influencing investment performance, how these trends impact our outlook, and the steps we’ve taken to position portfolios for resilience and opportunity.
“This was my first seminar. I found it interesting and highlighted questions I need to ask down the road.” – Event Attendee
Give Smart: Intergenerational Opportunities
Following Danny’s presentation, Andrew Biviano, Head of Advice, together with advisory teams from across our offices, led thought-provoking discussions on intergenerational opportunities. This wasn’t just about giving, it was about intentional planning, structuring support wisely, and creating a framework where every generation can thrive. Clients walked away with practical strategies to build financial confidence for their families while safeguarding their own financial future.
“Made me think more about gifting/loans and the implications to consider.’’ – Event Attendee
Each seminar concluded with an interactive Q&A, giving attendees the opportunity to engage directly with Danny and the panel. These conversations allowed clients to share personal experiences, gain clarity on complex topics, and reinforced the value of informed, collaborative decision-making.
Thank you for joining us
Thank you to everyone who attended and contributed to our October Client Seminars. We look forward to continuing the conversation and supporting your financial confidence and long-term goals at future events.
If you know someone who could benefit from expert financial guidance, please connect them with our team, we’re here to help.
