Protect your health, wealth, and peace of mind.

Tuesday September 16, 2025 at
7:30 PM (AEST)

Free for members. Spots are limited to non-members – grab your ticket now or become a member here

About the Event

Ready to adult hard?
It’s time to tick off the big grown-up stuff -life insurance, health cover, and your estate plan (yes, that means getting your Will and Powers of Attorney sorted).

Because let’s face it: building wealth is great, but protecting it? That’s the real flex.

This isn’t your average boring finance session. In our Protect Yourself masterclass, we’re diving into the stuff we know we should do, but keep putting off. The not-so-sexy side of finance that becomes very important when life throws a curveball.

We’re talking:

💸 What insurance you actually need (and what you can skip)
🧠 How health cover works (and when it doesn’t)
✍️ Why a basic Will isn’t always enough
🛡️ How to make sure your super goes where you want it to (spoiler: it’s not automatically covered by your Will!)
💥 And how to sort your protection plan like a boss - without the overwhelm

You'll hear from three experts who’ll keep it real, not complicated:

Chantel – Breaking down private health insurance. What it really covers, how it works with tax, and whether it's worth the dollars.
Trish – Unpacking the different types of personal insurance (life, TPD, trauma, income protection), how to set them up inside or outside of super, and what to look for in the fine print.
Lana Carter – Your go-to for estate planning. She’ll explain why your Will alone won’t cut it, when you might need a Testamentary Trust, and how to protect your loved ones with the right super strategies.

Whether you’re single, partnered, have kids or fur babies or just want to be super prepared - this session is your one-stop-shop to getting your financial foundations sorted.

Come for the knowledge. Stay for the peace of mind. 🙌Because you deserve peace of mind knowing that if life throws a curveball, your finances (and your loved ones) are protected.

Lana Carter

Estate Planning Lawyer, Principal Solicitor & CEO at Lavenia Law

I help women understand that proactive estate planning is empowering! By taking control of their plans, women can secure their family's future and shape a legacy that embodies their values and love.

I am passionate about empowering women through proactive estate planning. Whether it's a simple will, setting up testamentary trusts, addressing blended family complexities, self-managed superannuation funds (SMSFs), company and family trust succession plans – whatever it is, I firmly believe in the power of planning.

By taking control of their plans, women can secure their family's future and shape a legacy that embodies their values and love.

Trish Gregory

Financial Adviser

Trish is a passionate CFP® Financial Adviser, having worked with clients from 18 to 90 years old. With a Masters in Financial Planning, Trish brings her unique life experience into every interaction to truly understand what is important to each and every client. After almost a decade of providing holistic goals-based financial advice, in 2025 Trish pivoted to specialise in providing Insurance-Only advice to serve an ever-growing cohort of uninsured younger Australians. In her spare time, Trish chases after her three children, tends to her edible garden, cares for her chickens and bees and goes on the occasional hike.

Chantelle Hawkins

Health Insurance Consultant

Chantelle Hawkins is a Health Insurance Consultant with over 10 years of experience helping individuals and families navigate the complexities of healthcare coverage. She specializes in identifying opportunities to save clients money or secure better policies at the same cost, always prioritizing clarity, trust, and long-term value.

It is YOUR time!

The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.