We invite you to join us for a 45-minute investment briefing at lunchtime on Tuesday, 14 August 2018 hosted by Stuart Wemyss.
Numbers are very limited (about 20 people only), so you must register below as soon as possible to avoid missing out.
This briefing has been prepared for people that know they need to start (or continue) investing but don’t know where to start or what to do next. It will be delivered in a simple, easy-to-understand format – you don’t need to be an investment expert to attend.
At this briefing I will cover:
- Property investment opportunities – including what is happening around the country and where we see value, insight into the Melbourne property market and our view on the best value-investing opportunities
- Share market insights – the US market has produced an average compounding return of over 18% over the past 5 years and it is ridiculous to think that can continue forever. Will there be a crash? And 8 out of the top 10 companies in Australia – which dominate the market representing 42% of index – have delivered poor returns over the past 5 years. So, where do we see value in the share market and how do you access that at a low cost?
- In light of the recent release of the top 10 super funds for the 2018 financial year, where should you invest your super? Not all industry funds are the same. I’ll explain why.
- Low interest rates = low returns – with cash, term deposit and government bond rates at historical lows, where do we see the opportunities in the fixed interest and bond markets? The good news is that you can still achieve income yields in the 5% and 6% p.a. range in a low-risk diversified way.
- The formal presentation will last 30-35 minutes, and I will have time to answer your questions at the end.
This is an educational event only – no sales pitches or follow up unless you request it.
Event details
Location: ProSolution Private Clients, Level 8, 31 Queen Street (cnr of Queen and Flinders Lane)
Time: 12:30 sharp – please arrive from 12:15
Duration: 45 minutes
Cost: complimentary
Registration: Complete the formbelow. Please register each person separately. You are welcome to invite a friend or colleague.
A light lunch will be provided.
If you are an existing advisory client (Wealth Coach), there is no need to attend this event as you will shortly receive this information.