We believe that our job isn’t just to tell you what to do with your finances. It’s to help you understand your choices and why we make the recommendations that we do.

The more you understand the outcomes of your choices and how to use your money to live richly in a way that truly reflects what’s important to you, the better decisions you make.

UPCOMING WEBINARS

ETFs, LICs and Managed Funds

Thursday 25th October 2018

1pm AEST (2pm ADST)

(Worried you might not make it? That’s ok – if you register and can’t make it we’ll send you a copy of the webinar afterwards)

WHAT YOU’LL LEARN

• The differences between ETFs, LICs and Managed Funds
• The Pros and Cons of each
• The perfomance history of different structures
• Discuss the place for active vs passive investments
• How the fees and charges work

Using Options to Generate Income in a Quiet Market

November 14th, 1pm AEST

Your Super Fund Health Check

November 20th, 1pm AEST

Considerations for a $1.6m Super Fund

November 28th, 1pm AEST

The Importance of Asset Allocation

December 5th, 1pm AEST

Super Contribution Rules

December 12th, 1pm AEST