Portfolio Planning - Mitigating the Market - Spring Financial Group


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Portfolio Planning – Mitigating the Market

If you are retired or planning your retirement you need to first understand the problems and challenges that lie ahead and then plan a path to navigate and avoid them. Simply investing in shares or a share-based fund and watching share markets bounce up and down could end up being a wealth destroying strategy.

We have produced this seminar to help clients realise the new options that are available to them and how to take advantage of them.

Current available dates and times are:

Sydney – Lunch Session
Friday, 26 April 2019 at 12:15PM


45 Minutes plus Q&A

Venue Details

The seminars will be held in the Spring Financial Group offices.

Sydney Head Office:
Level 11, 95 Pitt St
Sydney NSW 2000
T: 02 9248 0422

Melbourne Office:
Ground Floor, 99 King St
Melbourne VIC 3000
T: 03 9248 6001

Brisbane Office:
Level 19,
10 Eagle Street
Brisbane QLD 4000
T: 07 3121 3189

In this seminar you will learn:

  1. What are the dangers in the normal sharemarket and super strategies
  2. What are the new strategies that can protect retirement wealth
  3. Who can take advantage of these new strategies
  4. Can these strategies work inside Self Managed Super?
  5. How long do people have to preserve their capital for?