"Your present circumstances don't determine where you can go; they merely determine where you start."

Nido Qubein


























Invest in yourself and your financial future


Learn how you can increase the likelihood of achieving your financial goals


Our latest series of Education Workshops, commencing in November 2017, will focus on the practical aspects of financial modelling and strategy development.

Over three one-hour sessions, you’ll discover how to clearly define what you want, why you want it and how to go about getting it.

We’ll cover:

  • Goal setting & strategy development
  • Investment portfolio construction
  • Tax planning
  • Superannuation
  • Asset class performance
  • Risk management strategies and diversification
  • Direct property feasibility
  • And much more

The Education Workshop Series will be facilitated by Theresa McLellan, a Certified Financial Planner, Certified Practising Accountant and Financial Planning Specialist with over 30 years’ experience. You will be one of eight to ten participants, and you’ll receive a number of useful tools to help you to continue your financial education.

The Education Workshop Series will be held at the Geelong Library and Heritage Centre.

Dates: 7th and 28th November 5th December

Time: 5.30 pm for a 6.00 pm start to 7.00 pm

Address: Level 2 Meeting Room, 51 Little Malop St Geelong VIC 3220

Catering: Refreshments will be provided. Please advise of any dietary requirements


We are offering our informative and thought-provoking Education Workshop Series for $660 per person (inc GST) which we believe offers great value for money.

Alternatively, you may prefer to have four personalised one-on-one sessions tailored to your specific needs with actionable steps you can implement.

Register by Thursday 2nd November to secure your place!

Phone: 0451 134 282

Email: rebeccah@professionalwomensinvestments.com



Why not tailor your own workshop!,

The PWIS philosophy is to be as flexible as possible in offering services to match your requirements. So, if you’d like to get together a small group, we can develop one of our friendly and informative workshops specifically tailored to you, at a time that suits you.

It’s a great way to get some professional insights into your chosen topic in a relaxed environment – with plenty of opportunity for questions and discussion.

To make an enquiry email us with your contact details at service@professionalwomensinvestments.com

and we’ll be in touch.













Wealth. Experience the Freedom.
Professional Womens Investment Service is an Australian Financial Services Licensee ABN 73 104 610 308 AFS Licence Number 356466
Copyright 2017, Professional Womens Investment Service. All Rights Reserved.