Managing Director
We’ve spent 20 years building a success framework for our clients to help them create wealth and peace of mind. In just one day, you will get the opportunity to look inside, apply it to your own goals and financial position, and leave with a plan to move you forward.
"We have been working with YFS for the last 12 months and can't speak highly enough of our experience! The customer service, advice and holistic approach is second to none and we feel extremely fortunate to have become part of the YFS family. We highly recommend YFS to anyone who is looking to secure their financial future."
"The team have been nothing short of incredible. They take the time to ensure you understand the reasoning behind every decision and the value it brings to your financial goals. Their professionalism, knowledge, and genuine care have made such a difference to my business and personal finances. I couldn’t recommend them highly enough!"
"Highly recommend YFS. We were feeling in a rut about managing our finances until we discovered YFS. They've helped set us up for the future in every aspect. We've felt supported by all the YFS teams we have worked with from the lending team to the tax team. We feel secure knowing all our finances are being well managed under one umbrella."
At THRIVE 2026, you’ll learn how wealth is built in practice, not theory. Our senior team will work through real strategies using real figures, showing how financial decisions affect outcomes over time. You’ll gain a clearer understanding of your current position and what options are realistically available to you.
You’ll also learn how to turn information into action. By the end of the day, you’ll have clearer next steps you can start applying immediately, along with answers to the questions that often create uncertainty, such as managing debt, building wealth responsibly, and planning for the future.
Managing Director
Director of Investment Property Strategy
Sevenfold Property Group
Principal
Croy Legal
Director of Accounting
Your Future Strategy
Director of Commercial & Advisory
Sevenfold Property Group
Director of Private Wealth
Your Future Strategy
REGISTRATION
Meet our welcome team: Megan is our Director of People and Capability, and Holly is our Director of Marketing, so between them they know our businesses inside and out! Let them know you're here, find a seat and check out your WorkBook. Grab a coffee while you wait for this day to get started.
OPENING KEYNOTE
"Let's start from the beginning..." Gareth will kick this day off with the same question he asks all our clients - what are you here to achieve?
GOAL SETTING
Everything we do for our clients starts with the end in mind, i.e. what do you want to achieve? Big vision goal setting, and understanding what your financial potential actually is, is the most important step in getting to where you want to be.
BREAK
Refreshments are on us
BUILDING YOUR STRATEGY
Hear directly from our senior leaders on structuring your finances, borrowing options, risk and insurances (look after what you've got!) and legacy planning, all as part of your strategy.
BREAK
Take the time to meet the attendees on your table, and also grab a chat with our team as they mingle in the event centre.
INVESTING
More detail on investment options, traditional and new-school! How and why to build a share portfolio appropriate for your goals. We also cover things currently on everyone's lips such as silver, gold, crypto and more.
HEALTHCHECK
Let's take a pause and see how you're going with the workbook so far, creating your own plan ready to take home.
BREAK
Your last opportunity for refreshments.
PROPERTY
Our two big guns in the residential and commercial space will share their wisdom on starting, growing and maximising an investment portfolio to suit your needs. Always a crowd-puller, and come with your questions as we will run Q&A after this session.
REVIEW
Recap the journey of your day - your goals, investments, protection plan, property, and values. Revisit the $7 million in 7 years concept, and check where your plan is at. Hear from Gareth as he closes this powerful day. Hang around after to chat to our team for more.
Almost every single one of our clients comes to us with less financial knowledge than they would like, and their biggest regret is that they didn't meet us sooner. We felt it was time to help as many people as possible, and get them into a better place, faster.
Nothing! We have a workbook for you to use throughout the sessions, and refreshments are provided.
Yes! We see this as a full day intensive workshop, so tea, coffee, refreshments and lunch are all included in your ticket, to help you focus on the information.
No - for this one you'll need to be in the room. The day is structured but will be using live calculations and figures, and with a lot of Q&A opportunities we want to make sure we give those in the room our best selves. We believe in people, and part of that is real life encounters.
As each session unfolds live on stage you're encouraged to make notes in the structured workbook provided, to help create your own strategic framework to take home & start creating the future you deserve! We are here to help throughout the event & afterwards you can get in touch for further support.
Learn how to build seven figure wealth in seven years and create the future you deserve.
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