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retirement planning seminar

Investing for Income Seminar 2019

Piecing together the investment puzzle

A free seminar presented by Wotherspoon Wealth, Adelaide’s first truly independent financial advice firm.

Our next Adelaide seminar will help you understand how you can successfully adapt your investment portfolio in an environment of record-low interest rates.

Whether you’re a first time or seasoned investor, our independent financial advisers can help you reliably plan ahead.  Current clients and also those who are considering their options are welcome to attend our free seminar to learn about how to invest for income.

Hear from our independent advisers as they discuss key issues including:

  • An overview of different asset classes and how to build a diversified investment portfolio that minimises risk
  • Specific income generating alternatives in today’s low rate environment
  • The current outlook for both interest rates and investment markets

Guest Speaker: Gerald Stack – Head of Investments & Infrastructure, Magellan.

Since 2007 Gerald’s managed Australia’s most successful Global Infrastructure Fund.  As chair of Magellan’s Investment Committee, he leads its infrastructure team researching infrastructure, transport and industrial companies. He’s had extensive experience in analysis and investment management of listed and unlisted debt, equity and hybrid assets on a global basis.  Gerald is a Chartered Accountant with a Bachelor of Economics and Master of Business Administration from Sydney University. 


DATE:        Wed 6th November, 2019 from 5.15pm.

VENUE:     Urrbrae House – Walter Young Ave, Urrbrae. 

Join us for ideas about how to build a portfolio to boost your income.

Complete the registration form below to reserve your free seat today:

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