How to create a portfolio to get through the next crash and protect your wealth – Webinar

Published: August 25, 2021 Media , ,
How to create a portfolio to get through the next crash and protect your wealth – Webinar

I joined Jeff Thurecht and Marshall Brentnall from Evalesco to talk about all things AAN Asset Management and how you can create a portfolio to get through the next crash and protect your wealth.

Throughout the webinar we touched on:

• How the AAN Model portfolios went over the financial year.
• What changes were made to the portfolios and why?
• What lessons have been learnt?
• How does the AAN Investment Committee function?
• The AAN Investment Philosophy.
• A sneak peek at the new AAN Asset Management website.

We ensured we captured and recorded the webinar for anyone who was unable to watch it live.

We hope you enjoy the webinar.

AAN Webinar

As always, if you would like to discuss the contents of this newsletter please give us a call 07 5559 5760.

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

© Copyright 2024 Hugh Robertson. Website by Ignition Media

Book Contact

Contact Us To Schedule A Free Consultation

Complete the following form and we will be in touch to arrange a free appointment.