“A very thorough starting point for some very important discussions to be had – not just with business people, but for all families. I would have liked some more case studies to work through.”
– David Freakley, Financial Planner, Capital Partners.
“Certainly made me think not only about my circumstances but also about – if my children predecease me.”
– Bob Kerr, Chairman TEC 48.
“I found the workshop very relevant to both myself and my clients with whom I work. Also, it is a little confronting, which is what gets the message across.”
– Anthony Raykos, Chartered Accountant, Senior Manager Privately Held Business, Grant Thornton.
“Highlights the areas I have forgotten (or chosen not to remember) because of my belief it will not happen to me for a long time!!! An excellent wake up call to reality.”
– Michael Pugh, Managing Director, Western Advance.
“Assisted me to have valuable conversations with clients and connect with subject matter. Experts I can refer to. A great use of my time.”
– James McLeod, Financial Adviser, Capital Partners.