“We have absolute trust and that comes before everything. We value your professionalism and your experience.
We know that we are getting advice that’s truly objective – and there’s times
when you will tell us that the best thing is to ‘do nothing’ – we value that.” Read More
Want to be confident you will have the money you need to live comfortably in retirement? Clarify a ‘worst case’ scenario like market underperformance – so you are better prepared for the unexpected
“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“ Read More
Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed
Matthew and Anna are thrilled. They no longer pay commission on their premiums. Multiforte streamlined and increased their cover and achieved a saving of more than $3,500 this year alone. The savings will only increase over the life of their policies. Read More
You could save thousands on personal insurance – by obtaining insurance through super or using level or
split premiums
Multiforte hosts and conducts a wide variety of exceptional wealth insights sessions for people who are interested in money.
Whether we are speaking to large forums about important investment issues or conducting in-depth briefing sessions to help people protect and grow their wealth, we capture their interest through generous content and exceptional delivery. Our audiences leave with fresh ideas and insights that can be implemented immediately.
Free seminars
We conduct regular seminars for people who are interested in hearing more about investing and want insights and tips to help them achieve their financial goals.
In-depth briefing sessions
We host a number of in-depth briefing sessions to help more experienced investors stay ahead of the curve on important issues and trends that affect their wealth. Topics are often selected based on findings from our investment or case research.
Employee programs
For employers, we can tailor employee seminars or briefing sessions for your organisation's needs [link to Employer page]
Annual Client & Friends evening
Every year, our invited clients and friends meet for the opportunity to network and learn from leading investment and wealth specialists.
Executive Speakers
Kate McCallum and Tony Clark are available to provide thought-provoking insights for your next conference, association event, sales or executive team meeting.
Select from a range of personal finance and investing topics. Simply contact us to book Kate or Tony for your next event where a personal perspective is a must.