Prospa FinancialPlan · Grow · Prosper
A complimentary educational workshop for senior leaders and high-income professionals. Explore the key financial considerations around building long-term wealth, understanding superannuation, managing tax obligations and planning for greater financial flexibility.
Prefer a conversation first? Book a complimentary consultation with a Prospa adviser.
Hosted by Prospa FinancialPresented by Neil Mistry and Monik PalanyAlbert Park, Melbourne
Most senior leaders we meet have built up assets, contribute to superannuation and invest along the way. What is often missing is a plan that connects it all.
If two or more sound familiar, this session was designed with you in mind.
A general educational presentation in the room, with practical examples and open Q&A. Individual circumstances are not assessed during the session.
Why a high income does not always translate into long-term wealth, and the financial questions worth considering during peak earning years.
An overview of superannuation contributions, investment options and the rules around accessing superannuation after age 60, subject to meeting a condition of release.
An educational overview of common investment types, diversification, liquidity and access to funds before retirement.
General information about how taxation and different ownership structures can affect investment outcomes, including key considerations and trade-offs.
Explore the relationship between lifestyle spending, assets, income and the timeframe for reducing or stopping work.
An introduction to personal insurance, debt, emergency funds and other factors that can affect financial resilience.
An overview of estate planning considerations, beneficiary nominations and transferring wealth to the next generation.
Key questions to consider across cash flow, investments, superannuation, protection and estate planning.
An opportunity to ask general educational questions. Individual circumstances will not be assessed during the session.
60–90 minutes in total, including Q&A.
Meet the Prospa Financial team behind this workshop. We help professionals and families understand their financial options and make informed decisions about their future.
Peter has worked in financial planning since 1985 and brings more than four decades of experience helping clients navigate wealth management, retirement planning and superannuation. He is known for explaining complex financial matters clearly and focusing on each client’s long-term objectives.
Neil brings experience across financial services and financial planning, with a focus on helping clients understand superannuation, investments and their broader financial position. He takes a clear, practical approach to explaining financial concepts and supporting informed decisions.
Monik has experience across personal insurance and financial planning. With a background in financial planning and data analytics, he focuses on making complex financial concepts easier to understand and helping professionals build greater awareness of the decisions that influence long-term financial wellbeing.
Prospa Financial Pty Ltd is a Corporate Authorised Representative of Advice Evolution Pty Ltd, Australian Financial Services Licensee 342880.
Complete the registration form to secure your place. You will receive an email with the workshop details.
Join us in Albert Park for a general educational presentation and Q&A.
If you would like to discuss your personal circumstances, you may request a separate complimentary, obligation-free consultation with a Prospa Financial adviser.
The session is complimentary and by invitation. Registration takes about a minute.
Your venue details and confirmation arrive by email once you register.
This workshop provides general information only. It does not consider your personal objectives, financial situation or needs. Prospa Financial Pty Ltd is a Corporate Authorised Representative of Advice Evolution Pty Ltd, AFSL 342880.
No. It is education and general information only. Nothing in the session considers your personal objectives, financial situation or needs. If you would like advice on your own circumstances, you can book a confidential consultation with a Prospa adviser afterwards.
Nothing. The workshop is complimentary and by invitation.
Senior leaders, executives and managers in their peak earning years who want their income to build something deliberate. If you were invited through your organisation or network, you are in the right place.
Nothing. Bring your questions and a pen. Venue details and arrival notes come with your confirmation email.
At the Prospa Financial office, Level 1, 36 Mills Street, Albert Park VIC 3206. Venue details and arrival notes come with your confirmation email. Get directions.
No. The workshop is educational and focuses on general financial concepts. It does not include individual recommendations or product pitches. A separate complimentary consultation is available if you would like to discuss your circumstances.
Join Prospa Financial for a complimentary educational workshop in Albert Park on Monday 26 October 2026 at 11:00 am AEDT.