Client Briefings 2009-1 indicates the first round of client briefings for 2009 is well in planning and will be presented at a number of locations in the near future. Client briefings are staged as frequently as required, to inform our clients about economic and market developments – with input from representatives of fund managers and other advisers.
Through these periodic investment updates, our clients learn more about the thinking behind the portfolio structure that we put in place to implement the financial strategy to achieve their needs, goals and objectives.
If your servicing is from our Noosa office and/ or in the Warwick District please watch out for an invitation to our client briefings being held on March 10, 2009 (Noosa Lakes) and March 11, 2009 (The Jackie Howe Motel, Warwick).
Client briefings 2009-1 contributors
We are pleased that BT Investment Managers State Manager; and Brookfield Multiplex National Distribution Manager, will present updates on the current position in their respective markets as well as some information about funds they represent. These are both fund managers that we have been using in portfolio asset allocations for our clients.
Watch out for an invitation (with further detailed information) – and consider inviting a friend who might benefit from the Continuum Financial Planners experience! Brisbane and Gold Coast clients will be contacted about their potential interest in attending a investment update in the form of a Securitor Investor Forum around the end of March, 2009.
ContinuumFP can help and advise
If you have investments that need to be reviewed with a view to ensuring they perform at their optimum (without causing you to lose sleep), consult with one of the experienced advisers at Continuum Financial Planners Pty Ltd: ‘we listen, we understand; and we have solutions’ to your wealth management dilemmas – and we care about the outcome you receive. To meet with one of our team, phone our office on 3421 3456; or complete the website Contact Us form – you can be assured of prompt and courteous attention.
This post was originally made in February 2009; it has been occasionally refreshed, most recently in January 2020.
