From time to time, our financial coaching team runs conferences and other events for our financial planning services clients and their friends and associates.
Upcoming Events
We regularly have upcoming events – for example a conference featuring James, and a charity event to benefit people in East Timor.
You can find the current list of upcoming events on this page.
No Upcoming Events
Recent Events
From Wins to Waves: Closing Out 2025 at Felons Manly
December 2025
There was no better way to wrap up 2025 than by the water, drink in hand, surrounded by great people. On 22 December, we invited our clients to join us at Felons Manly for an afternoon of celebrating a successful year together. With our brand ambassador and Big Wave Challenge winner Tom Myers joining us, it was the perfect way to toast the wins, the partnerships, and everything we’ve built throughout the year. A huge thank you to everyone who came along — we couldn’t have done 2025 without you. Here’s to even bigger waves in the year ahead.
2025 More4Life Wine Lunch – An Afternoon of Fine Wine and Great Company
November 2025
On Friday 28 November, we had the pleasure of hosting our 2025 More4Life Wine Lunch in partnership with Perennial Partners, bringing everyone together for a relaxed and enjoyable afternoon. With special guest Tim Cox from Allegiance Wines, it was a wonderful opportunity to reconnect with clients and friends while sampling a superb selection of wines.
It was great to see so many of our clients and to take the time to properly catch up as the year draws to a close. As always, Tim was in excellent form, sharing stories from his vineyards, offering insights into the craftsmanship behind each vintage, and expertly guiding us through a tasting of his exceptional wines.
Thank you to everyone who joined us and helped make the afternoon such a success. We look forward to many more opportunities to come together, strengthen our connections, and celebrate in 2026.
More4Life Partners with Local Surfer Tom Myers
November 2025
We’re excited to share that More4Life has partnered with local surfer Tom Myers as our newest sponsorship ambassador!
Earlier this year, Tom’s ride on a five-metre wave at Queenscliff Bombie in Manly went viral, leading to him being awarded the 2024/25 Men’s Ride of the Year at the Big Wave Challenge Awards in California.
As a small business, we choose our partnerships carefully, supporting people who genuinely reflect the values we believe in. Beyond his achievements in the surf, Tom’s story really struck a chord with us. Devoted to his family, juggling two jobs, and with a third child on the way, he perfectly reflects the balance of money, business, leisure, health, and family that we value here at More4Life.
We’re proud to stand behind someone who not only inspires through his achievements in the surf but also through his grounded, hardworking approach to life. Just as Tom tackles the challenges of the surf with skill and determination, we’re happy to help him navigate his financial journey and achieve the lifestyle he’s working toward.
We look forward to sharing more updates from Tom’s journey and our partnership soon.
Project 60
September 2025
This year I launched something called Project 60 – a concept I boldly stole from my wife, who, to be fair, comes up with most of the good ideas in our household. The moment she said it; we both knew exactly what it meant:
This was going to be the year we did whatever we wanted… because why not?
A big part of that “whatever we wanted” ended up being travel. Some people celebrate turning 60 with a nice dinner. We celebrated with five trips to Indonesia, a few domestic weekends away, and a European cruise -because apparently moderation is overrated.
But I’m not telling you all this to brag about jet-setting around like a pair of over excited 60 somethings. The real story here is how I paid for it because this is the part I actually want people to hear.
For more than 30 years, I’ve been faithfully paying into a handful of old life insurance policies. Tiny amounts, tucked away quietly, year after year. Honestly, I barely noticed the contributions. Over the decades, these policies built up bonuses. And this year, in the true spirit of Project 60, I decided it was time to cash a few of them in.
And let me tell you when that money came out tax-free its all the sweeter.
That little habit of putting money aside for 30 years – money I could’ve easily spent on takeaway coffees, gadgets, or things now sitting in a shed somewhere – finally came back to reward me. It paid for our entire year of adventures. And the best part? I still have a cash value left in the policies and I still have the life cover. The bonuses are a bit lighter now in one or two policies, but after the year we’ve had, I consider that a fair trade.
Project 60 live on!
More4Life Charity Movie Night in Partnership with SurfAid: A Huge Success!
October 2024
A Night of Entertainment with a Purpose.
In an inspiring blend of community spirit and cinematic delight, More4Life recently hosted a successful charity movie night in partnership with SurfAid. This special event was more than just about entertainment; it played a vital role in our annual fundraising effort to support the important work of SurfAid, particularly through our participation in the SurfAid Cup.
The More4Life charity movie night was filled young and old all with a passion for surfing .
SurfAid is renowned for its dedication to improving the health, wellbeing, and resilience of people living in isolated regions connected to us through surfing. Our collaboration with SurfAid underscored our shared commitment to creating positive change. By participating in the SurfAid Cup, an annual surfing event that brings together enthusiasts and philanthropists alike, we furthered this mission.
All proceeds from the charity movie night went directly towards our annual fundraising goal as part of the SurfAid Cup. These funds are crucial for supporting SurfAid’s programs, which include providing access to clean water, healthcare, and education in remote communities. By attending this event, guests played a significant role in making these life-changing initiatives possible.
The essence of the More4Life charity movie night lay in its ability to bring people together for a cause greater than themselves. As we enjoyed a night of film and camaraderie, we also extended a helping hand to those in need. Each ticket purchased, each donation made, rippled outwards, creating waves of positive impact.
More4Life SurfAid, 2023 – What a day!
I wanted to share some exciting news with you – last Friday, More4Life participated in the SurfAid cup in Manly, and we had an incredible experience. Not only did we have a lot of fun, but we also made a positive difference in the world.
I am thrilled to inform you that our team came in 3rd place overall, which is quite an achievement considering we were up against some seasoned competitors. The day was filled with excitement and a little bit of drama, but we all took it in our stride and overcame the challenges that came our way.
In our first heat, we placed 3rd, which put us into the 2nd round. The top two teams advanced straight to the semifinals, and we were determined to join them. We coasted through the round, but unfortunately, our star surfer Winter injured his ankle while attempting a daring manoeuvre. Luckily, we were able to recruit Nick James from Manly Surf School, who did a fantastic job for us in the semifinals.
We initially thought we had missed the final, but luck was on our side. We came in 3rd place in the semifinals, and because we were the highest-placed 3rd place team, we secured a ticket to the final. By that time, two of our team members had already left, so we had to rally together to find replacements. We were fortunate to have Nick back for the final and also recruited Kaylan, who lives behind me in Freshwater.
I am delighted to share that we ultimately came in 3rd place overall, and in the process, we raised over $2,000. It was a remarkable achievement, and I couldn’t be prouder of our team riders: Winter, Ethan, Max, Lex, Nick, Kaylan, and of course, myself.
I wanted to take a moment to express my gratitude to each and every one of you who supported us and helped us make a difference through this event. Your generosity is truly appreciated, and I am thrilled to see us coming together as a community to support causes that are important to us.
Thank you once again for being a part of the More4Life family and for your continuous support. Together, we can achieve great things and contribute to making the world a better place.
The Christmas party is making a comeback
After two years of office upheaval created by lockdowns and social distancing restrictions, Christmas party season is once again in full swing. The annual More4Life Wine Lunch wonderfully hosted by Schroders Investment Management and Cox Wine Merchants on Friday the 2nd of December didn’t disappoint. Thank you, Tim Cox, Daniel, and Team!
It was a perfect opportunity to catch up with our clients in a relaxed setting, and to thank them for their support in 2022. Schroders reflected on the financial markets, and Tim entertained us with anecdotes about his Tumbarumba vineyard in the foothills of the Snowy Mountains, grafting grape vines, how to choose a good rose, and the trials and tribulations of Airbnb.
We enjoyed excellent food and excellent wines!
But it didn’t end there, a few brave individuals joined patrons at the Pool Club for cocktails where they rubbed shoulders with Leo Sayer!
Tim Cox (Cox Wine Merchants), James Walker-Powell (More4Life) and Daniel Connell (Schroders).
More4Life supports SurfAid
Last Friday 11 November, More4Life took part in the annual SurfAid Cup at Manly beach. We raised just under $3,000 out of a combined total of $95,000.
I commandeered the best surfers for our team – my son Jack, his friends Winter Vincent and Ethan Dodson, and our pro surfer Christo Hall.
We came fourth overall out of 15 teams and are already psyched for next year when we’ll be back to compete and hopefully come out winners!
The boys did the More4Life brand proud – how good do they look in those t-shirts?
Thank you to those who donated to this great cause.
Helping out those who need us most
I was contacted by our long-term client and master of the Vineyard Tim Cox to help out his son’s girlfriend with a life claim.
After well over 20 hours work talking to the insurer and super company, we got her father’s claim from a decline to a payout . The whole process took around 4 weeks .
I count this as a pro bono case as I did it without payment but really enjoyed both the process and the outcome and even better adding value to one of our cherished existing clients.
Araluen – testimonial






















