As property prices continue to rise, both younger investors and those seeking to diversify their portfolios are exploring new ways to build wealth. Institutional gearing strategies are quickly emerging as a modern alternative to traditional bricks-and-mortar investing.
Join us as we explore how you can help potential clients access powerful wealth accumulation strategies without the barriers of hefty deposits, margin calls and loan repayments.
This session is designed for forward-thinking advice professionals who want to empower clients, especially wealth accumulators, with strategies that unlock new possibilities. Whether your clients are priced out of property or simply looking for smarter ways to grow their wealth, geared investing could be the key to helping them reach their goals faster.
Presenters
Tim Sanderson, Senior Technical Manager, Distribution Tech Services, CFS
Vyas Balasubramanian, Director, Investment Risk and Analytics, CFS
Ray Kan, Director and Financial Adviser, Daintree Wealth
1 CPD point
Adviser use only
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.