Wealth Symposium
Description
You don’t have an income problem.
Your money just isn't working hard enough for you.
This Wealth Symposium is designed for individuals and couples who want to understand how to structure debt, superannuation and investments properly.
We will cover:
• Debt recycling and when leverage genuinely improves after-tax outcomes
• Active vs passive investing and how to assess whether a manager is truly adding value
• SMSFs, gearing and the real structural trade-offs involved
• Tax structuring across superannuation and personal ownership
• Insurance and portfolio inefficiencies that erode long-term wealth
• The framework we use when reviewing a client’s full balance sheet
• How to build a portfolio:
- Core strategies designed for durability and tax efficiency
- Satellite allocations used for alpha, thematic exposure or tactical positioning
This session is not about “what fund is best.”
It is about how to invest.
This is not a product presentation and there will be no generic “top funds” discussion.
This session focuses on structure and risk management.
You will leave with a clearer understanding of:
Where your strategy may be leaking
Where leverage should and should not be used
How to think about compounding, tax and control over decades
Attendees also receive our How to Invest kit outlining the general frameworks we use when assessing superannuation and investments.
Optional private 1:1 Wealth Reviews are available for those who want personalised and tailored advice.
If you value strategic options and advice, this room is for you.
FAQs
- Can you review my personal circumstances 1:1?
Yes. Private Wealth Reviews are available as an optional add-on.
These are structured 1:1 sessions focused entirely on your super, investments, debt and overall balance sheet.If you proceed into formal advice, the investment is credited forward.
- Can I attend face-to-face?
Yes. This online event is streamed from a private in-person Wealth Symposium in Sydney, limited to 30 seats.
If you prefer to be in the room, face-to-face tickets are available as an add on option.
- Is the event recorded?
Yes. All online attendees will receive access to a recording, available for 72 hours after the event.
- Will I receive personal financial advice during the session?
No. This session is general in nature and focused on frameworks, structure and investment allocation principles.
If you would like personalised advice, you can opt for a Private Wealth Review.
- Who is this event for?
This event is designed for individuals, business owners and dual-income households who want value professional advice around debt structuring, superannuation, investing and long-term wealth strategy.
It is not designed for punters looking for stock tips or product recommendations.
- What level of experience do I need?
You do not need technical knowledge. The content assumes you have earning capacity and actively want to build assets.
- Can my partner attend?
Yes. Your online ticket allows attendance per household.
For the face to face event / 1:1 reviews, a pair ticket must be purchases for both individuals can attend and participate. - Will you be discussing specific funds or stock recommendations?
No. The focus is on structure, sequencing and strategy. Specific recommendations are only provided within a formal advice engagement.
- Is this suitable if I already have an adviser?
Yes. Many attendees already have advisers and attend to better understand structure, leverage and portfolio construction principles.
They often find their adviser is acting in their best interest as opposed to theirs and use these sessions / 1:1 time to fix their advisers mistakes. - Why would I consider the Private Wealth Review?
Because information without implementation rarely changes outcomes.
The review focuses on identifying inefficiencies and mapping clear next steps tailored to your position.
Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity