Another lot done! Thank you to all who attended our last four investment manager sessions. These sessions included representatives and portfolios managers from the following funds: Magellan Global Fund Winton Global Alpha Fund Investors Mutual Australian Share Fund Columbia Threadneedle Global Equity Income Fund It was great to have solid turn outs for these sessions…

We have recently finished our first round of client briefings. Following our second one with the team from Pengana Australian Equity Fund, long standing clients John and Dot provided the following feedback: Hi Geoff, Thank you for the invitation to attend the client/investors fund meeting with Pengana Capital last Thursday. Much information was gained on…

2017 Client Seminars Based on feedback from you, our clients, we’re going to do something new to keep you up to date with your investments. In future, we are going to run intimate client sessions with representatives from the investments you hold in your portfolio. We’re going to get the fund managers to come to…

Date: 18/05/2015 – 8:00am Owing to their popularity, we will be holding another Executor Presentation Session at our Indooroopilly Office on Monday 18 May 2015 at 8.00am. When talking to clients about their Wills and Estate Planning, I am often told that the Executor of their estate is their children. What I have also discovered is…

The presentation is in two parts. Here they are below.   Part 1: Part 2:

Debbie came to talk to our clients about cruising options from Australia and overseas. Here is the link to watch and listen to her presentation:  

Conrad came to the March client seminar to talk about the need to stay physically active as we age. Listen and watch Conrad’s presentation below:  

bMM has a simple 5-step process for its approach to the development of a map for your financial future. In this video, Geoff explains the steps to bMM’s clients at their seminar in March 2015.  

Over the last 2 weeks, we have held seminars for clients and their friends at Sherwood RSL and Geebung/Zillmere Services and Memorial club with a presentation on Aged Care and Aged Care Strategies following the major changes to the rules from 1st July this year. Aged Care is always an emotional topic – and, since…

A great presentation on Alternative Investments by Vaughan Henry of Blue Sky Investments this afternoon – thank you very much, Vaughan! Geoff talked on Aged Care and strategies to address the new Aged Care rules at Sherwood RSL.

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