Organising different types of events ensures we keep clients engaged, and happy with our service. This, we feel is a great way to add value and maintain healthy relationships with them while letting them interact with like-minded people in similar lifestyle and financial situations.
Types of events we hold include investment fund manager meetings where industry speakers are invited to discuss both fund and market performance, planned holidays and golf trips to any corner of the globe, as well as casual catch-ups at our office or chosen venue. Check below for upcoming events.
Check Out Our Upcoming & Past Events!
Melbourne Cup Function
Nov 6th 2018
Barnes Wealth once again sponsored a Melb Cup luncheon for clients & Sorrento Bowls Club members at their premises on Nov 6th. A fun day was had by all with a great lunch and entertainment by Dizzy Miss Lizzy.