The Science Exchange Thinking Space, The Science Exchange 55 Exchange Place, Adelaide, SA, 5000
Description
Building a portfolio to weather any storm
Is your portfolio diversified enough to manage risk and help you reach your financial goals?
Achieving your financial goals requires focus, discipline and a clear objective. But sticking to an investment strategy can be difficult, especially in the face of uncertainty and market volatility.
Join our analyst team and CEO, Ron Hodge, for the 2018 InvestSMART Forum where they will explore how to build a diversified investment portfolio that will help you stay on track and achieve your goals in any climate.
Agenda
1. The greatest risks to your long-term returns: Why the right approach will help you achieve your goals. Presenter: Ron Hodge, InvestSMART CEO;
2. Casting your net wider to catch better returns: When to include international investments in your portfolio Presenter: Mitchell Sneddon, Head of Portfolio Services;
3. Putting the value in your portfolio: How focusing on 'value' will help you find new investment opportunities. Presenter: James Carlisle, Head of Research; and
4. Q&A: Ask your specific questions to our panel of analysts and experts.
Ron Hodge InvestSMART CEO
Mitchell Sneddon Analyst
James Carlisle Head of Research
After the Q&A, complimentary refreshments will be served.
We encourage you to stay and meet the speakers, where you can ask them any questions you may have.
Register today, seats are strictly limited.
Watch the highlights from the last InvestSMART Forum:
Map
The Science Exchange Thinking Space, The Science Exchange 55 Exchange Place, Adelaide, SA, 5000
Introduced by Canstar. Advice by InvestSMART.
Loading
Investing Made Simple
From finding the right portfolio to rebalancing your existing portfolio, we've got you covered.
Easy filters to find your investment portfolio
or get a more detailed Statement of Advice
Need help? 1300 880 160
Introduced by Canstar. Advice by InvestSMART.
Loading
Building the right Investment PlanFinding the right portfolio
3 easy steps
1
Set Financial Goal
Understanding your time horizon
2
Portfolio HealthCheck
Answer some simple questions
3
Get Investment Plan
Find the right portfolio for you
Please check the following:
{{x}}
Looks you are already a member. Please enter your password to proceed
Introduced by Canstar. Advice by InvestSMART.
Understanding your time horizonAnswer some simple questionsFind the right portfolio for you
Loading portfolios
Time is the most critical aspect of investing. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it.
The shorter your timeframe the more conservative you should be with your investments.
The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term.
Disclaimer
Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. This is not personal specific advice and you should consider if the investment solution is appropriate for your personal objectives, financial situation and needs.