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Book Appointment - note AEDT (CBR) time

Live & Online Events

Festive season office hours

  • noon Friday 20 December – closed until
  • 9am Monday 6 January 2025 – open for business as usual

7pm AEDT Thurs 9 Jan – Protect your Legacy – FREE online Estate Planning & Wills Q&A with legal expert Grant Abbott & Cass – click here to join or enter Meeting ID 444 609 147 905 Passcode rW7ry6mp

12:30pm AEDT Thurs 16 Jan – FREE online Q&A with Cass – click here to join or enter Meeting ID 462 500 612 451 Passcode SmrGWX

*all times AEDT (Canberra time)

Department: Personal Insurance & Financial Planning

Cass Smith

Cass is our external financial consultant working for Wholistic Financial Coaching. She is a qualified accountant, tax agent, mortgage broker, real estate agent and property adviser, with decades of public and private experience in the industry, including as an owner of award-winning businesses. Cass is also an author and regular contributor in Your Investment Property […]

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