Category Archives: Past Events

On Monday, 11th May 2026, we hosted our Estate Planning lunch seminar at Leonda by the Yarra. Our special guest presenter was Rowdy Johnson, Practice Leader at Moores.

The seminar focused on a range of Estate Planning topics, including wills, the significance of asset ownership, what assets are covered by a will, the roles and application of Powers of Attorney, superannuation, family trusts, and estate disputes.

This seminar was extremely popular, and the feedback was excellent. Everyone appreciated the opportunity to attend such a valuable and insightful presentation. Thanks again to Rowdy!

Estate planning is complex, and it is essential to review your estate plan regularly.

On Monday, 2nd March, we were thrilled to host our first GFM Women’s High Tea at the iconic Hotel Windsor in celebration of International Women’s Day.

We were honoured to welcome our guest speaker, Rebecca Maddern — one of Australia’s most respected and recognisable broadcasters. With a career spanning more than two decades across news, sport and major live events, Rebecca brought an inspiring blend of warmth, authenticity, and insight to the room.

Our Senior Financial Adviser, Amelia Paullo, hosted a fantastic Q&A with Rebecca, sparking an engaging and uplifting conversation enjoyed by all.

The afternoon was a wonderful success. Clients and their guests enjoyed a delicious high tea, bubbles, and meaningful conversation — and we were delighted by the overwhelmingly positive feedback. Many attendees shared how pleased they are that this will now become an annual event.

On Wednesday, 12th November, we hosted our Market Update & Outlook for 2026 Seminar at Riversdale Golf Club. The event covered investment market trends from 2025 and provided insights into the outlook for 2026.

Our special guest, James Holt, Head Investment Specialist for Equities at Perpetual, joined us for his tenth year. With over 20 years in financial services, James is highly respected, having presented to countless advisers and investors and has appeared in various media such as CNBC, Sky News, and ABC. His articles have featured in multiple publications, including the Journal of Investment Strategy.

James provided valuable insights into the key themes shaping 2026 and what they could mean for global markets and investment strategies.

It was fantastic to see such a strong turnout. Our clients enjoyed the opportunity to connect with James and catch up with the GFM team.

As this was our last seminar for the year, we concluded the evening with some celebratory drinks and canapés. Our team enjoyed the opportunity to have a drink and a chat with our clients.

On Monday, May 26, we hosted our seminar on “How An SMSF Works In Retirement” at Leonda by the Yarra, presented by Senior Financial Planners Paul Nicol, Patrick Malcolm and James Malliaros.

The seminar provided attendees with a comprehensive overview of how a Self-Managed Super Fund (SMSF) operates, along with practical strategies to optimise SMSF structures and outcomes.

Key topics covered included:

• Introduction to SMSFs
• SMSF Advantages
  • Control & Flexibility
  • Tax Advantages
  • Estate Planning and Wealth Transfer
• SMSF Strategies
• Investing for Income in Retirement
• SMSF Investment Opportunities

We were delighted to have so many clients and guests in attendance. The event was exceptionally well-received, with strong attendance and overwhelmingly positive feedback. Attendees found the session both valuable and insightful, gaining a deeper understanding of how to make the most of their SMSF.

On Wednesday, 13th November, we hosted our Market Update & Outlook for 2025 Seminar at Riversdale Golf Club. The event covered investment market trends from 2024 and provided insights into the outlook for 2025.

Our special guest, James Holt, Head Investment Specialist for Equities at Perpetual, joined us for his ninth year. With over 20 years in financial services, James is highly respected, having presented to countless advisers and investors and has appeared in various media such as CNBC, Sky News, and ABC. His articles have featured in multiple publications, including the Journal of Investment Strategy.

During the seminar, James presented key themes for 2025 and gave a comprehensive overview of the global economic backdrop, offering perspectives on potential impacts on investment markets in the coming years.

The seminar was well attended, and clients appreciated the opportunity to chat with James afterwards, and catch up with the team.

As this was our last seminar for the year we concluded the evening with some celebratory drinks and canapés. Our team enjoyed the opportunity to have a drink and a chat with our clients.

On Monday 7th October 2024, we hosted our Quarterly Business Lunch at Leonda By The Yarra, where we had a panel of Australia’s finest Fund Managers join us in our panel discussion.

• Nick Griffin – Founding Partner & Chief Investment Officer at Munro Investment Partners
• David Grace – Portfolio Manager at Australian Foundation Investment Company
• Tim Hall – Portfolio Manager at Fairview Equity Partners

Nick, David and Tim have an abundance of experience and knowledge in investment markets. They provided an update on the current domestic and global economy and discussed what’s happening in investment markets in a Q&A Forum.

This forum was extremely popular, and the feedback was excellent. Everyone appreciated the opportunity to attend such an interesting and insightful presentation. We hope you enjoy the recording.