Breakout sessions


1. Financial Wellbeing & Tax Efficient Investments

The session will focus on how SME owners & individuals can work with a financial adviser such as myself to begin planning for their future financial goals while also helping to them become more tax efficient.
Josh Hakki

This will involve highlighting some of the solutions & Services available through myself as a financial adviser. It will also highlight the importance and impact of financial wellbeing on employees and how the workshops I run help to benefit both the employees but also the business as a whole.

I will briefly touch upon other areas of finance that many may have not considered such as estate planning, financial protection, and wider financial considerations.

The session will be a PowerPoint presentation, presented by myself with real-world examples & solutions, followed by an open and informal Q&A and discussion at the end to allow individuals to ask any pressing questions they may have.  The objective will be to network with both employers and employees who feel they could benefit from a more direct free financial consultation with myself.


  • Provide a basis of financial knowledge to help highlight potential areas where both business owners and individuals could stand to benefit from financial advice.
  • Explain the benefits of financial wellbeing workshops & the overall impact of poor financial wellbeing on businesses.


  • General overview of provided services and solutions.
  • Overview of real-world impact of poor financial planning & proactive financial planning
  • Real world impact of poor financial wellbeing on businesses & its employees
  • Financial information to help provide a baseline of knowledge which can help to highlight a individuals potential needs.


  • Understanding the benefits of proactive financial planning with a financial adviser.
  • Learn of the tax efficient solutions to help clients reach their financial goals
  • To understand the benefits of hosting financial wellbeing workshops for employees.

Our Interactive Breakout Seminar sessions are designed to bring real-life experiences and clear advice to entrepreneurs focused on business growth.

They are included in either your livestream or on-site studio delegate experience and availability is on a first-come, first-serve basis. At 45 minutes long, these sessions are the ideal place to pick-up valuable business learnings and learn from other industry experts who have face similar hurdles to you.

Please note you can either attend our Interactive Breakout Sessions at the Leonardo Royal in person, please Click here for information on venue location.

You can attend virtually on this page at the date/ time of the Interactive Breakout Session, which is free to attend. To attend in-person you will need to obtain an on-site studio pass. For more information on this Click here for tickets.

In-person attendance at Leonardo Royal, St Paul’s, London are strictly on a first come, first serve basis and the amount of in-person seats are limited. Please ensure you book early above to avoid disappointment. Once registered we will send you a reminder via email closer to the session.

Josh Hakki

I’m Josh Hakki and I am a financial adviser who works alongside both individuals and Business owners to help them structure their finances. I take the time to really understand my clients. This is to help provide the most tailored and relevant financial advice for each specific need & circumstances. With the aim of helping clients to achieve their personal financial goals & create a long-term relationship with a trusted adviser they can continue to work with throughout their life. Alongside this, I help to provide financial wellbeing workshops for companies looking to assist their employee by providing this valuable service.