Separately Managed Account Webinar

Finding opportunities to add further value to your portfolio

Join Daniel George and Vince Frisina, our Product Specialists for this important webinar to find out more about InvestSMART's Separately Managed Account.

This webinar session will show you how to select the right investments to optimise results to build a well-balanced portfolio. This includes identifying which investment vehicle, including InvestSMART’s Separately Managed Account (SMA) is suitable for your risk profile.

We will show you how to use our online portfolio health check to identify potential opportunities to add further value to your portfolio and how to minimise risk and protect your portfolio through diversification and correct asset allocation.

Webinar Details:

2pm (AEST) Wednesday, 7th June.


InvestSMART FORUM: Come and meet the team

We're loading up the van and going on tour from April to June, with events on the NSW central & north coast, the QLD mid-north coast and in Perth, Adelaide, Melbourne, Sydney and Canberra. Come and meet the team and take home simple strategies that you can use to build an investment portfolio to weather any storm. Book your spot here.

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