Wrap of the October 2010 Client Briefings

October 2010 Briefing wrap- The recent round of Client Briefings finished this week with Warwick presentation held Wednesday 13 October – at the Jackie Howe Motel. The agenda for the meetings included presentations from key speakers on Economic Update and Financial Market projections; as well as Intergenerational Wealth Planning. A brief précis of these presentations follows: The Noosa presentation started the round this time and our attendees heard- Peter Cashman [...]

By |2020-08-04T19:31:52+10:00October 14, 2010|Wealth Management|0 Comments

Client Briefings 2009-1

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 [...]

By |2020-01-14T17:14:24+10:00February 17, 2009|Client eNews archive|0 Comments
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