Workplace Seminars

Organisational changes such as restructuring, merging, downsizing, and other responses to marketplace pressures, as well as an ageing workforce and the need to retain talented workers, generate many challenges for managers and employees. 

You may wish to consider strengthening your position as an "employer of choice" by providing opportunities for your employees to become more financially confident. 

Financial Literacy and education is a passion of ours. 

We are involved in a number of education programs by writing and presenting seminars for workplace learning projects such as the Steps to Securing your Financial Future program.

Whilst many may think financial planning is dry and all about numbers, in her presentations Michelle Tate-Lovery brings to life the real concept, which is ultimately about living the lifestyle you desire. Her audience leaves inspired to take charge of their financial position and find out what’s really possible in life. 

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National Allied Health Conference 2013, "Aligning your personal and business life"

Some of the seminar topics we run include:-

  • Back to basics with salary packaging
  • Coming together as a couple – the financial implications
  • Investment Fundamentals
  • Life after taking a redundancy package
  • Retirement planning
  • Super is getting better and better
  • Take control of your financial wellbeing
  • Talking to your children about money
  • Transitioning to aged care with peace of mind – are you worried about your parents, and when do you plan your own affairs?

If you are interested in running one of these topics in your workplace, or to design your own inhouse financial literacy program, please contact Karolina Samborska, Practice Manager Unified Financial Services, Ph (03) 9349 1525, or email

We have worked with the following organizations who recognise our professionalism:-

  • Australian Institute of Management
  • Audiological Society of Australia
  • Deakin University 
  • Health & Community Services Staff Association (HACSSA)
  • Health Super
  • Medical Scientists Association of Victoria (MSAV)
  • Melbourne University Women's Association
  • Public hospitals including:- 
  •         - The Alfred Hospital
  •         - The Austin Hospital  
  • The Government's understanding money campaign
  • The Queen Victoria Women's Centre in partnership with WIRE - Women's Information and the Victorian Government  
  • Victorian Psychologists Association (VPA)

We have been involved with the Financial Planning Associations "Ask an expert" program.

We are also involved in mentor programs including:-

Click here to read our professional references

Seminar Testimonials

"On behalf of the medical scientists at St John of God Pathology, we would like to express our thanks to the union for organising a most useful visit from Michelle last week. The advice she offered was appreciated and will certainly assist many in making decisions in respect to salary packaging"
"Afternoon Karolina – just wanted to ask you to pass on a very big thank you to Lisa for last night.  I was in the kitchen when she left so I didn’t get a chance to say bye to her.  She did a brilliant job – and the feedback sheets reflected that".
Lyn Hall - Project Officer - Women's Financial Literacy, Queen Victoria Women's Centre

"Thank you very much for last night's session, it was exactly what I was after and I definitely learnt a lot. In fact, it was so informative that I was wondering if you are able to run the session for corporate clients as many of my colleagues at work were intrigued to know more about investing after I told them I attended last night.

"Plain english was great - good illustrations - wish my boyfriend had come!"

"Michelle was great! I would see her for financial advice in the future."

"Presenter, content and information was excellent. Very relevant, good advice for all age groups."

"Michelle is a very good speaker - I learnt a lot."

"Interesting/informative/well delivered and fantastic!"

"This was great and very helpful. Thank you! I will be seeing a financial planner in the future."

"Terrifying and enlightening at the same time!"

"Very good, I learnt a lot."

"Was definitely useful and thought provoking."