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…

Testimonials

Their knowledge and experience shines
    

A collapse of the financial adviser with whom we had a 20 year association forced us in to looking for a new adviser. This is not an easy task when starting all over again and having to place trust is someone unknown to us. Geoff and Brisbane Money Management saw us through a smooth transition, discussing thoroughly our needs and making suggestions to suit our future and the best ways to invest our funds. The ease and comfort of the transition made this move so easy and we were able to fully trust Geoff and the amendments he was suggesting to our portfolio. Since then we have had excellent advice, complete and open communication and positive growth in our portfolio. The support staff have always been on hand to answer ridiculous questions from us without belittling us in any way. Their knowledge and experience shines through in everything they handle. We are regularly updated on market trends and feel that BMM are keeping an eagle eye on our investments as if it were their own. Most of all, we feel safe with BMM.

– Shelia (Age 55, Administration Assistant)

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