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A Global Economic Update and an Introduction to Goals-Based Investing

November 13, 2014 @ 6:30 pm - 8:00 pm

If reliable and stable income is important to you – how do we create a portfolio to deliver just that? If capital security is important to you – what are the portfolio tools we can use to achieve exactly this? What if both are equally important?Goals-Based Investing

We are pleased to invite you to our seminar:

Aligning life and wealth – A Global Economic Update and an introduction to Goals-Based Investing

Country Wide Wealth presents an informative seminar that provides an update on world markets, how Australia is performing economically and an outlook for the year ahead.

Importantly, we will look at how this impacts your own financial situation including your superannuation and what we do to help our clients navigate these issues. We will also introduce you to an innovative approach in helping you manage your money and retirement – goals based investing.

Goals-based investing focuses on what matters to you on a personal level — such as a child’s education, a new home or income in retirement — and helps you and your adviser create an investment approach that’s customised to address your unique set of circumstances. We believe that true success is achieved when your portfolio enables you to reach your specific goals – both financial and personal.

While investment management and performance indices can be useful tools for evaluating portfolio performance, goals-based investing is tailored around the individual investor. If reliable and stable income is important to you – how do we create a portfolio to deliver just that? If capital security is important to you – what are the portfolio tools we can use to achieve exactly this? What if both are equally important? This approach is very different to just putting everyone in a “balanced” fund.

 

What you will learn about:

  • What’s happening economically around the globe and its impact
  • How goals-based investing is different to traditional investing
  • Prioritising your financial goals – how and why that’s important
  • How our human biases and behaviours effect the way we invest

Date:      Wednesday 12 November 2014                                    

Time:      6.30pm – 8.00pm

Venue:   Diggers @ The Entrance
315 The Entrance Rd
The Entrance NSW  2261

OR

Date:       Thursday 13 November 2014

Time:      6.30pm – 8.00pm

Venue:    Ettalong Diggers
Memorial Ave
Ettalong Beach  NSW  2257

RSVP:    To confirm your attendance, please call our office on 4342 9215 or reply email. Seats are limited so be sure to secure your seat before 3 November 2014.

This seminar is free to attend. If you have friends or family members who’d like to come along, please extend this invitation to them.

PS: Can’t make the seminar but still interested to knowing more? Call our office on 02 4342 9215 to make an appointment.

Details

Date:
November 13, 2014
Time:
6:30 pm - 8:00 pm

Organizer

Kellie Chapman
Phone:
02 4342 9215
Email:
kellie@countrywidewealth.com.au
Website:
www.countrywidewealth.com.au

Venue

Ettalong Diggers
Memorial Ave
Ettalong Beach, NSW 2257 Australia
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