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Medical Financial client education evening...

Posted by medicalfinancial on 4 June 2012

Investing in an Uncertain World…

We held the first of our client education events at the Fireworks Gallery on Thursday evening. Michael Ether opened the evening with an informative tour of the gallery including some great commentary around some of the artists currently exhibiting.

Sean and Neal presented ‘5 Myths towards Financial Independence’. Sean explains.

“We wanted to outline some of the misunderstandings that our clients have before engaging with us around what they need to do to achieve financial independence. So we put together our top 5 based on the new Medical Specialists that we have been working with in the last 12 months”.
Glen Hart, Head of Australian Equities, then presented on “Investing in an Uncertain World” including how he saw the global markets, Australia and then some specific investment opportunities.

Sean and Neal completed the evening by outlining two strategies being used with clients to help them along the path towards financial independence.

We will advise you shortly of our next event will be our annual property evening in November.

Author: medicalfinancial
Tags: Website News Tax Wealth Creation

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The information on this site is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

The financial planning services are provided by Medical Financial Pty Ltd trading as Medical Financial Planning (AFSL 506557)