22Aug

Adding further value to your investment portfolio

How InvestSMART’s Separately Managed Accounts can help.
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Adding further value to your investment portfolio

InvestSMART Sydney Office, Level 9, 37 York Street , Sydney
Wed 22 Aug 2018 (11:00 AM - 12:30 PM AEST)

This is an in-house seminar, held in our offices at 37 York Street, Sydney, NSW, 2000.

This investor information session will explore how to achieve a well-balanced portfolio and select the right investments to help you reach your financial goals.

Our product specialists will show you how to use our free online Portfolio Manager tool, and its purpose-built Health Check feature, to identify opportunities to add value to your portfolio, with a focus on InvestSMART’s Separately Managed Accounts (SMAs).

Topics covered include:
  • Building a balanced portfolio
  • Identifying suitable investment vehicles for your risk profile
  • How to minimize risk and protect your portfolio
  • The importance of diversification and appropriate asset allocation
  • What are InvestSMART’s SMAs and how can they help you
  • InvestSMART service walkthrough


 

 

 

What

Seminar

When

Wed 22 Aug 2018 (11:00 AM - 12:30 PM AEST)

Where

InvestSMART Sydney Office

Level 9, 37 York Street , Sydney, NSW , 2000

https://goo.gl/maps/edwW8p96Efk