Banking and financial services; monetary affairs; insurance; financial planning including tax, estate and succession planning, risk and investment strategies; wealth management and wealth creation services in relation to all types of financial products and services including trust, deposits, shares, equities, securities, bonds, debt instruments, pensions, asset management, annuities and portfolio investments; funds management; investment services; superannuation; brokerage services; real estate and property services; providing access to a member group allowing shared support and experience from other members in relation to the aforementioned services