The Wealth Professionals Collaboratory

An Exclusive Invitation

A new quarterly gathering of wealth professionals committed to building relationships, sharing expertise and creating better outcomes for their clients and the communities they serve.

The Wealth Professional’s Collaboratory brings together multidisciplinary wealth professionals from across Sydney's West who believe collaboration creates opportunity, strengthens relationships and leads to better client outcomes.

This is not a traditional networking event.

There are no awkward elevator pitches and no pressure to “work the room”.

Instead, we're creating a warm, welcoming and professionally curated environment where meaningful conversations, trusted relationships and future collaboration opportunities can flourish.

Whether you're seeking new professional connections, exploring referral partnerships, learning from complementary disciplines or simply looking to spend time with like-minded professionals, you'll be among good company.

What Makes This Event Different?

·       Curated attendance designed for quality relationship-building conversations

·       Multidisciplinary wealth professionals and professional services specialists

·       Facilitated introductions and collaborative discussions

·       TEDx-style presentations from community leaders

·       A relaxed and welcoming atmosphere

·       Collaboration over competition

·       Opportunities to contribute to a growing professional community

·       Meaningful connections that extend beyond the event

Who Will Be In The Room?

• Financial Advisers and Accountants

• Commercial and Personal Finance Brokers

• Succession and Estate Planning Lawyers

• Commercial Lawyers

• Professional Services Specialists

• Wealth Management Professionals

• Business Advisers

What To Expect

4:30pm Arrival, drinks and introductions

5:00 - 7:00 pm TEDx-style presentations from Bev, Sheila and Jacinta to get the conversations flowing

Facilitated collaboration and relationship-building conversations

Professional Collaborations vision and community discussion

Drinks and canapés included.

About The Wealth Professional’s Collaboratory

What’s a Collaboratory?

A Collaboratory is a community where collaboration and opportunity come together.

The term combines collaboration and laboratory. It’s a space where people from different disciplines come together to share ideas, knowledge and expertise to achieve better outcomes than they could alone.

The Wealth Professional’s Collaboratory will come together to build meaningful relationships, share knowledge and collaborate across disciplines to support individuals, families and business owners in building, protecting, managing and transferring wealth across generations.

We believe:

• Collaboration creates opportunity

• Generosity strengthens community

• Trusted relationships deliver better outcomes

• Diverse expertise leads to better decisions

• Better collaboration benefits clients, businesses and communities

Venue

Club Parramatta
2 Macquarie Street, Parramatta NSW 2150

·       Complimentary parking

·       Convenient access to Parramatta Station and public transport

·       Continue the Conversations over Dinner at Club Parramatta

Your Collaborators

Bev Barnfather
Founder, Mentor2Mentor

Sheila Cabacungan CFP®
Certified Financial Planner | Wealth Forum | Host of Money Maven

Jacinta Watkins
Wills & Estates Partner | ALA Law

Find Your People. Share Your Expertise. Explore New Possibilities.

Join us as we launch a growing community of wealth professionals across Sydney's West.