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September 2017

Risk and Return: Understanding the trade-off – Melbourne, VIC

September 25 @ 10:00 am - 11:30 am
State Library of Victoria (Entry 3), 179 La Trobe Street
Melbourne,VIC 3000 Australia
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Free

  We are excited to present our newest Investor Education event: With investing, as with life in general, risk forms an integral, unavoidable part of getting ahead. Understanding the amount of risk is the key. The more we know and evaluate, the better we can prepare. Identifying risk, and assessing levels of uncertainty versus potential returns may well be the difference between success and failure. Join us for this insightful presentation on evaluating risk in your investments. Agenda: - What…

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Vital SMSF & Estate Planning Strategies – Sydney, NSW

September 26 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
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Free

            Let Clime Super ensure your superfund is structured to maximise the security of your family's future. Michael will detail best practice in the areas of Self Managed Super Fund (SMSF) administration & accounting, Estate Planning and multi-asset funds management. You may be surprised to hear the number of factors that can come into play within your SMSF & estate plan. Agenda - Sustainable tactical asset allocation for your SMSF - Do I need an…

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Risk and Return: Understanding the trade-off – Perth, WA

September 27 @ 10:00 am - 11:30 am
Regus St Martins Tower, Level 9, 40 St Georges Terrace
Perth,WA 6000 Australia
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Free

  We are excited to present our newest Investor Education event: With investing, as with life in general, risk forms an integral, unavoidable part of getting ahead. Understanding the amount of risk is the key. The more we know and evaluate, the better we can prepare. Identifying risk, and assessing levels of uncertainty versus potential returns may well be the difference between success and failure. Join us for this insightful presentation on evaluating risk in your investments. Agenda: - What…

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Untangling your wealth – Brisbane, QLD

September 29 @ 10:00 am - 11:30 am
QLD Law Society, 179 Ann Street
Brisbane,QLD 4000 Australia
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Free

  UNTANGLING YOUR WEALTH: Why you DO need a Financial Planner   Choosing the right partner for establishing a sound basis for your personal wealth can be a daunting task. Financial Planning is all about trust, understanding and a close personal relationship - to make the right decisions for achieving your goals in life. This seminar is built around these very aspects, and aims to help you actualise all your achievements and untangle your wealth. You may have previously thought…

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