A Practical Seminar for Building Long‑Term Financial Confidence
Financial planning is about far more than numbers — it’s about making informed decisions that support your lifestyle, protect what you’ve built, and create clarity for the future. This seminar is designed to give attendees a clear understanding of why structured, long‑term financial planning matters, and how the key components work together to support lasting financial wellbeing
Join us for an informative seminar designed to help you understand how effective financial planning creates clarity, confidence, and long‑term security.
This free seminar explores the key building blocks of a strong financial plan — including cash flow and debt management, KiwiSaver and investment strategies, risk protection, estate planning, property, and retirement planning — and how they work together to support your goals at every life stage.
Featuring Expert Speakers
Dave Lucas – Certified Financial Planner, Provincial Wealth
Providing a clear, holistic view of personal financial planning and why structure, advice, and regular review matter.
John Langford – Partner, Langford Law
Offering practical legal insights into property ownership structures, trusts, and protecting your assets as your wealth grows.
Hadleigh Petherick – Sales Manager, Thames Pacific
Sharing how current residential developments can form part of a smart, long‑term property investment strategy.
Who Should Attend?
Ideal for individuals, families, and business owners who want to:
Make better financial decisions
Understand how the pieces of their financial world fit together
Build, protect, and grow wealth with confidence
The seminar concludes with a Q&A session and the opportunity to take the next step with a complimentary introduction to financial planning.