Member data shows that confidence among WIN’s early to mid-career members often plateaus beyond the basics—particularly around what actually drives wealth over time, when to prioritise income versus investing, and how early structural decisions shape future flexibility.

In response, WIN has partnered with Intrepid Wealth to host a practical workshop focused on the foundations of long-term wealth creation.

The session moves beyond first principles to explore the role of income growth, investing, home ownership, superannuation and financial structure—with a focus on the habits and decisions that compound over decades.

Structured for practical learning and relevant peer discussion, the workshop is designed to help members focus on what matters most during this stage of growth.

What this workshop will cover:

• The three drivers of wealth: income growth, savings and investing—and why income remains the strongest lever in earlier career stages

• The transition from earned income to investment income over time

• The role of home ownership, superannuation and structure in long-term financial flexibility

• Practical investing principles centred on consistency, simplicity and habits formed early

This workshop is designed for members who:

• Are in their late 20s to early 40s

• Are early to mid-career, with growing income

• Have a working understanding of personal finance and want to deepen it

• Want clarity on where to focus as financial complexity increases

• Value practical, peer-led learning

Guest groups are curated to ensure a highly relevant discussion for this specific cohort.

Format: Workshop and discussion
Date: 8 October 2026
Location: Sydney
Attendance: By invitation

About our partner:

Intrepid Wealth is a holistic advice firm supporting individuals and families across superannuation, insurance, debt strategy and estate considerations—particularly during the years where small structural decisions can have an outsized long-term impact.

This workshop reflects Intrepid’s commitment to practical, education-led guidance and the belief that strong habits formed early create greater flexibility over time.