Financial Security Events
We run practical workshops and discussion sessions throughout the year. These aren't sales pitches—they're real conversations about managing money, preparing for what's ahead, and building confidence in your financial decisions. Most sessions are free, and you'll walk away with ideas you can actually use.
Upcoming Workshops & Sessions
Retirement Planning Reality Check
Let's be honest—retirement planning can feel overwhelming. This workshop breaks it down into manageable pieces. We'll cover superannuation basics, contribution strategies, and how to think about the transition from working life to retirement.
Bring your questions. We've seen most scenarios before, and there's no such thing as a silly question when it comes to planning your future.
Orana Mall Community Centre, Dubbo
Small Business Financial Health
Running a business in regional Australia comes with unique challenges. Cash flow, tax planning, separating personal and business finances—we'll tackle the topics that keep business owners up at night.
This session is specifically designed for small operators who wear multiple hats and need practical advice that fits their reality.
Dubbo Regional Business Hub
Investment Basics Without the Jargon
Investing doesn't have to be complicated or reserved for wealthy people. We'll explain different investment types, risk levels, and how to match your approach to your goals and comfort level.
Perfect if you're just starting out or if you've been meaning to understand what your current investments actually do.
carvionexis Office, Mitchell Highway
Meet Our Lead Facilitator
Jasper Dunstan
Jasper has been working in financial services for over fifteen years, mostly in regional NSW. He moved to Dubbo in 2018 and quickly realized that city-based financial advice often misses the mark for people living outside metro areas.
His approach is straightforward: listen first, explain clearly, and avoid the industry speak that makes financial planning feel inaccessible. Before moving into advisory work, he spent five years in banking and saw firsthand how confusing financial products can be for everyday people.
Outside of work, he's usually coaching junior cricket or trying to keep his vegetable garden alive through the dry months.
Year Ahead Preview
Tax Time Prep Session
End of financial year always feels rushed. We'll cover what documents you need, common deductions people miss, and how to set yourself up better for next year. Limited spots—this one fills up fast.
Holiday Spending Reality
The festive season shouldn't mean January stress. This quick workshop covers budgeting for holidays, managing family expectations, and avoiding the credit card trap that catches so many people.
Property Investment for Beginners
Thinking about investment property? We'll discuss what's involved beyond the purchase price—maintenance, vacancy periods, tax implications, and whether it actually makes sense for your situation.
Insurance You Actually Need
Not all insurance is created equal. We'll help you figure out what coverage matters for your life stage, what's probably overkill, and how to compare policies without drowning in fine print.
Recent Event Highlights
Stay Informed About Future Events
We announce new workshops about six weeks in advance. Get in touch if you'd like to be notified about upcoming sessions, or if there's a specific financial topic you'd like us to cover in a future event.
Contact Us About Events