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Informative events – live and on demand

UPCOMING WEBINAR

Investment insights, market trends and what it means for you.
During this 45-minute webinar, Directors Jeff and Marshall will be joined by AAN's Investment Committee Chair Troy Theobald, as they discuss the latest investment insights and news.
What is working in 2022
The rise of the Top 20 stocks in 2022
Inflation and rising interest rates
Active managers can have some negative quarters
What is value and what is growth?
Summary of discounts
Low-cost ETF’s are part of our solution
Non listed or non-reweighted assets can look attractive. Is that a fair system?
What is working in 2022
The rise of the Top 20 stocks in 2022
Inflation and rising interest rates
Active managers can have some negative quarters
What is value and what is growth?
Summary of discounts
Low-cost ETF’s are part of our solution
Non listed or non-reweighted assets can look attractive. Is that a fair system?
WEBINAR REGISTRATION
When

26th May 2022

Time

12.30pm -1.15pm

I’D LIKE TO REGISTER

Past webinar series

PAST WEBINAR SERIES

WEBINAR

Record low interest rates won’t last forever. Are you ready for the rate rises?

During this 45-minute webinar, Jeff was joined by AMP's Area Manager, Rob Thomas as they discussed the topic of interest rates, the property market, the lending landscape, implications for ...
Read More

WEBINAR

Rising geopolitical risks and portfolio implications

During this 45-minute webinar, Jeff was joined by Alphinity's Global Portfolio Manager, Mary Manning as they discussed the global markets, how portfolios can be positioned to mitigate risks and ...
Read More

WEBINAR

The steps to planning your estate

For our first 2022 webinar Jeff was joined by our Insurance Specialist Adviser Dominic De Minaur as they explored the steps to planning your estate.
Read More

WEBINAR

Changing face of commercial property as an investment

For our last 2021 webinar Jeff and Marshall were joined by Colliers National Director, Cameron Williams as they explored the changing face of commercial property as an investment
Read More
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In our discovery meeting with you our advisers discuss the initial advice fee and the ongoing fees associated with our services.

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One thing to consider is the interest rate on your home loan in comparison to the rate of return on your super fund. Before making a decision, it’s also important to weigh up your stage in life, particularly your age and your appetite for risk. Whatever strategy you choose you’ll need to regularly review your options if you’re making regular voluntary super contributions or extra mortgage repayments. As bank interest rates move and markets fluctuate, the strategy you choose today may be different from the one that is right for you in the future

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“How do I know how much money I will need to retire?”

The amount of super you’ll need when you retire depends on your big costs in retirement and the lifestyle you want. The Associate of Superannuation Funds of Australia (ASFA) estimates for a single $44,224 a year and for couples $62,562 a year is how much you may need. This is only an indicator and our advisers assess everyone’s individual circumstances.

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We know the impact of good holistic financial advice can make and we have the life experience, technical capability and quality support team that can make that difference for you. We’ve empowered over 1000 families through the delivery of great financial advice, to be healthy, wealthy and happy.

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“How will I measure the value or success of receiving financial advice?”

We believe the true value of financial advice isn’t found in dollars and cents (although this is important too!) but in the peace of mind a financial plan can provide. It’s knowing where you want to go and how to get there, with a dedicated team behind you every step of the way.

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