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.

At our October meeting, we will have a presentation and discussion regarding constructing and managing an investment portfolio by Michael Kostos, a Certified Financial Planner and Investment Adviser at Evans & Partners.

His talk will cover requirements for both SMSF's and other portfolio structures. Issues to be covered include Investment Policy Statements (necessary for SMSF), asset allocation, security selection, re-balancing, maintaining records and how to get the most from a Wealth Manager/Adviser.