Corporate Workshops

Imagine being educated on the core elements of your finances. Learning how to develop your budget, structure your banking and super, review your insurances and debt and plan for your estate.... all in six 1.5 hour sessions. 

My name is Kirby Smith and I am a qualified Financial Planner with over eight years’ experience. I currently work for Two Mile Bay Financial Planning in Torquay.

Over the last few years, I have noticed more clients and members of the public who lack the basic knowledge and understanding of their financial affairs.

Last year, I was asked by a current client, if I would consider running workshops to educate women with the aim to improve their financial literacy in areas such as the family budget, banking structure, superannuation, debt, insurance and estate planning.

And so it began... "Women's Financial Education" a six week introduction to core elements of your finances...

I have had such a strong and positive response from the local community. Consequently, I am now running public and corporate sessions in Torquay which will soon extend to Geelong.

I have concluded the first round with the Surf Coast Shire, my second General Public round and I am in final discussions with Quiksilver.

Every woman who has attended my sessions, has improved her knowledge and felt empowered by the content.

“Great! Exactly what I needed”

“Excellent. Kirby is a wealth of knowledge”

“Loved it! Thinking of new things and making me confident in the decisions we have made previously”

“Excellent. Has provided me with a good foundation to ask questions and tackle things I thought were beyond me”

 

Our Clients