Saturday, 20 September 2025 | 1:45 pm
📍Rooftop, Club Parramatta, 2 Macquarie St, Parramatta NSW 2150 (through to the balcony, up the stairs)
🚗 Free onsite parking
We’re celebrating you! Join us for an afternoon filled with good food, drinks, music, and real conversations about building wealth.
This is not a sales event. It is our way of saying thank you, while giving you practical and straightforward insights from experts who have achieved success in their own investment journeys. You are welcome to bring up to two friends so they can enjoy the event and take away valuable insights too.
Event Schedule:
Meet the Speakers:
Ashleigh has been a financial planner since 2011, helping hundreds of clients gain control and confidence over their finances.She has a wealth of experience in investments, with a strong focus on property as a cornerstone of wealth creation.
In her talk, she’ll explain the different structures available for investments, how to measure and understand investment returns, and demystify trusts; what they are, how they work, and why they might be a game-changer in your portfolio strategy.
Steven is a mortgage broker with a passion for helping families not only buy their homes but also step confidently into the world of property investing. Over the years, he has guided clients in building property portfolios that create lasting wealth and financial security.
In his session, Steven will reveal strategies to unlock and maintain borrowing capacity, so you can keep growing your portfolio and ultimately fund your retirement through property income.
With more than 45 years of combined property investment experience, Ailinh and Han have built an impressive and diverse portfolio, ranging from residential and commercial properties to SMSF holdings and development projects. Their journey began in Perth, where they spotted a market upswing before it hit the headlines and helped family and friends invest successfully.
At this event, they’ll share their expertise in identifying high-yield properties in North Queensland and the Northern Territory, explaining how to find the right opportunities and what it takes to succeed in these markets.
Jordan has spent more than 15 years actively investing across every Australian state. He combines a deep knowledge of property markets with a strong focus on data and research to guide clients towards the right opportunities. Jordan works closely with each client to ensure they understand the process and feel confident in their decisions from start to finish.
In his presentation, he will share insights on identifying high-yield properties in Victoria and South Australia, and how to approach these markets with clarity and purpose.
Ronesh is a chartered accountant and SMSF specialist advisor with more than 20 years of experience in public practice and strategic advisory. His work covers property, taxation, and wealth strategies for both new investors and those with significant portfolios.
At the event, Ronesh will share tax-effective strategies designed to help beginners start investing on the right foot and to assist experienced investors in fine-tuning their structures for the best possible outcomes.
Reserve your spot below today! Places are strictly limited.
KU
Kimberley Ung
We've had the pleasure of dealing with both Steve and Ash on our financial journey earlier this year, after many years of searching for the right planners for our family! Both have been outstanding, professional and so reliable on responses, they've provided expert advice for us to move through paperwork seamlessly and plans quickly over the last few weeks. We're very grateful! We're hoping this relationship will continue over many decades to come. Thank you, Steve and Ash!
JN
Jen Nguyen
Thank you, Ash! You always go above and beyond and are helping us in setting up our future. You are a wealth of knowledge and make everything seem so easy! Highly recommend having a chat with the team at SAT. Let’s get that second storey up and running!
HH
Henry Huynh
I had a great experience working with Ashleigh as my home loan broker. She was professional, clear, and made the process feel straightforward. She structured everything to put me in a strong position and guided me without overcomplicating things. Communication was solid throughout and everything ran smoothly. Would recommend.
SAT Home Loan Pty Ltd ABN: 68 646 473 243. Credit Representative #406309 is authorised under Australian Credit License #389328.
Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.
SAT Home Loan Pty Ltd acknowledges the Dharug people who are the traditional custodians of the land of Parramatta. SAT pays respect to the elders past and present of the Dharug nation and extends that respect to other Aboriginal people visiting this site.
