Time: 7:30am - 9:00am
Location: HLB Mann Judd Perth
RSVP Date: 26th February 2026
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Join HLB Wealth Director Brendan Bate for this practical breakfast session focused on helping investors better understand today’s evolving investment landscape. Brendan will discuss key developments in the financial services industry and how investment products have continued to change in response to shifting economic, regulatory and client needs.
The session will revisit important and fundamental investment principles that should be considered before working towards any financial goal. Brendan will also walk through a series of real-world case studies, highlighting often overlooked investment solutions such as investment bonds and annuities, including how they may be used alongside, or as alternatives to superannuation and their potential estate planning features.
This session is designed for anyone looking to build stronger investment knowledge – whether you are early in your investing journey or established and seeking alternative strategies. Attendees can expect practical insights to help make more informed investment decisions in 2026 and beyond.
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