Investment Group

The Investment Group Meets monthly to discuss current financial matters and economic trends that shape our investment and retirement decisions.

The Group also welcomes guest speakers to share their experience and perspectives on pressing economic topics.

These presentations offer valuable insights into market dynamics, investment strategies and the global financial landscape.

The guest speaker at our next meeting will be Ivan Yeung from GFM Gruchy Accounting.

Two years ago, they presented to our Investment Group on both wealth management and  tax accounting. To quote Mike Macrow, who will chair the meeting, "I saved money moving from Morrows in the city out to Camberwell. Ivan my tax accountant has agreed to come to our July meeting going through some tax accounting case studies on how to save the client some money. It’s getting more and more complicated."

A wealth management adviser will also attend.