Topic: Where to Find Relatively Attractive Risk Adjusted Returns in an Unchartered Global Economy
The speakers for this meeting will be Neil Heriot and Chris Murphy of Boston Private Wealth. Their topic will be “Where to find relatively attractive risk adjusted returns in an unchartered global economy”.
Neil has over 35 years in the financial services industry. He was awarded Australian Financial Planner of the Year in 1997 by Money Management Magazine and was also awarded South Australian Financial Planner of the year in 1992 and 1994, respectively.
Neil has been ranked amongst Barron’s top 50 financial advisers in Australia in each of the last 3 years. He specialises in assisting clients with achieving their wealth management goals and objectives, including investment strategy, and designing income generating portfolios for pre-retirees and retirees who require reliable income. Neil also manages Self-Managed Super Funds (SMSF’s) and Discretionary Family Trusts.
Chris has more than 17 years’ experience in the financial services industry, including over 15 years as an Authorised Representative of an AFSL, advising private clients on Australian shares & options, managed funds, commercial property, fixed interest, superannuation strategy and personal insurance.
He has a passion for designing investment portfolios for clients that aim to exhibit strong risk-adjusted total return characteristics and understands the first and most important step in the wealth creation process is preserving it.
This meeting is sure to be informative with Neil and Chris allowing time for questions afterwards. Don't miss the opportunity to hear this presentation and network with your peers on the Gold Coast.
Members: $2 for tea and coffee
Non members: $15.00 per person
Non-members are welcome to attend their first meeting free as a guest of ASA
This group meets on the first Wednesday of the month from March to December
Convenor: Judie Groves