Expert-Led Financial Mastery Sessions
Connect with industry leaders who've navigated complex financial landscapes. Our quarterly sessions bring together seasoned professionals sharing real insights from decades of experience in Australian and global markets.
Strategic Business Financing in Changing Markets
Marcus Chen
Senior Financial Strategist, 22 years experience
Marcus has helped over 300 Australian businesses secure funding during economic transitions. This session explores alternative financing structures that worked during recent market shifts, with case studies from Perth and Melbourne enterprises.
- Understanding cash flow patterns during economic uncertainty
- Building relationships with alternative lenders
- Timing strategies for major financial decisions
- Real examples from 2024 market conditions
Investment Portfolio Resilience Strategies
Bradley Walsh
Portfolio Manager, 18 years experience
Bradley manages portfolios worth over 0 million and has weathered multiple market cycles. He'll share frameworks for building resilient investment approaches, drawing from his experience with high-net-worth Australian clients.
- Diversification beyond traditional asset classes
- Risk assessment techniques for volatile periods
- Rebalancing strategies that actually work
- Learning from portfolio management mistakes
Advanced Financial Planning for Business Growth
Interactive Workshop
Led by foliarenthos senior advisors
Our most hands-on session combines insights from multiple experts. Work through actual financial planning scenarios based on real Australian business cases, with personalized guidance on complex financial structures.
- Scenario-based financial planning exercises
- Tax optimization strategies for growth
- Capital allocation decision frameworks
- Building sustainable financial systems
What's Coming Next
Our 2025 schedule features quarterly deep-dives with experts who bring different perspectives from various corners of the financial world.
Year-End Financial Review Workshop
Comprehensive session covering tax planning, portfolio rebalancing, and setting up financial structures for the following year. This intensive workshop runs over two days.
International Market Expansion
Expert panel discussion with financial advisors who've guided Australian businesses through international expansion, including currency hedging and cross-border tax considerations.
Succession Planning & Wealth Transfer
Advanced strategies for family businesses and high-net-worth individuals. This session addresses complex legal and financial structures with case studies from Australian family enterprises.
Join Our Expert Network
These sessions connect you with professionals who've built successful practices over decades. It's not just about learning techniques – it's about understanding how experienced advisors think through complex financial decisions.