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 JanProtect your LegacyFREE 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)

Jeffrey Herron

My vision is to empower every client with the property knowledge and skills to make positive and informed decisions to secure their own financial future. With a strong focus on personalised service and a superior industry knowledge, all in a professional and transparent work space, I carefully consider each client’s individual requirements before tailoring a […]

Jessica

Jessica can help you through out the whole process of investing in a property under your SMSF. From finding a property to your lending needs, she is the person to talk to. Jessica, with property investments, is like a fish in the water. It all come with her naturally and she enjoys using that passion […]

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 […]