Take the reins on your financial future.
- Like to take a more active role in managing your wealth?
- Ready to confidently participate in investment discussions?
- Have a stronger voice in investment decisions?
Now is your moment to step up, take charge, and shape your financial future. Whether you’re navigating your wealth independently after a major life change or simply looking to play a bigger role in investment decisions, this exclusive workshop series is designed to equip you with the confidence, skills, and connections to thrive.
Starts March 12th 2025
Who are We?
Julia Scott
Chartered Accountant, former financial advisor to the super rich & master mindset coach. Julia brings 20 years of experience in guiding women to take control of their finances and build wealth with confidence. Known for her visionary approach and ability to make complex financial concepts accessible, Julia is passionate about helping women achieve financial freedom.
Shelley Marsh
Independent Chief Investment Officer (OCIO) and advisor to high-net-worth families. Shelley is a renowned for her expertise in investing and wealth management, honed over a 30-year career in funds management and advice. Her passion lies in demystifying the world of investment and empowering women to embrace investing with enthusiasm.Â
What's included?Â
Five Transformative Sessions Â
Each workshop is a focused 1.5-hour session, diving deep into key topics including:
  - Investment strategies tailored for women.
 - The foundations of investing and the tools you need to build your portfolio and your wealth.
  - Mindset mastery to overcome self-doubt.
  - The psychology of wealth and financial empowerment.
  - Practical tools to take immediate action.
Luxurious Venue
Held at the beautiful Level 22, 180 George St, Sydney NSW 2000.
Lunch & Networking
Enjoy a delicious lunch as you connect with your new community of wealthy women.
Event Details
When:Â Wednesdays, starting March 12th, through to April 9th, 2025.
Time: 10:00 AM to 11:30 AM
Investment: $1,999 for the full series of five workshops.
What You Will Gain
- The confidence to take control of your financial future.
- Practical skills to build and manage your investment portfolio.
- A supportive community of like-minded, ambitious women.
- Access to wealth-building strategies that can change your life.
Who Should Attend?
This workshop series is ideal for high net worth women who are:
- Eager to grow their wealth and explore new investment opportunities.
- Seeking to overcome self-doubt and embrace a wealthy mindset.
- Ready to network and connect with a powerful community of women.
- Interested in learning from financial experts with a proven track record.
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Why Is This For You?Â
You’ve built the wealth.
Now it’s time to build the confidence!
Take charge of your financial future and join a community of empowered women ready to own their wealth story.
What Our Clients Say
I now have a well-rounded view on asset classes thanks to Shelley's training. I appreciated her fun and practical approach to teaching subject matter that can be complex and/or dry. The training provided a solid foundation in both understanding each class, navigating the short and long-term opportunities, and also how to manage the investment and/or managers. Consequently, I feel more at ease engaging in discussions involving investor terminology.
Rising Gen, HNW Family
I always thought investing was something best left to others, complicated and intimidating. But these classes changed my mind. They made it clear, very engaging, even enjoyable! Now, when the family starts talking stocks and portfolios over dinner, I don’t just sit back and nod. I join in. It feels wonderful to finally have a say in the financial future of our legacy.
Matriarch, HNW Family
Ready to get started?
Space is limited to ensure an intimate and impactful experience. Don’t miss your chance to be part of this transformational journey.Â