The fundamentals of starting an investment portfolio

Wed 28 October 2020

The fundamentals of starting an investment portfolio

Learn about the fundamentals of starting an investment portfolio.

Explore the benefits of owning a share portfolio versus investment property, including:

  • Risk versus return
  • Income versus growth
  • Tax considerations 
  • Types of gearing available. 

Presented by Moneywise Financial Advisor Stuart Mathieson and Senior Tax Accountant David Giles

Proudly supported by 

CPD hours: 1 non-clinical hour

RSVP by 26 October.

Please note: After registering for this event, you will receive confirmation of registration. Once registration has closed, you will receive a separate email with the zoom webinar log on details on 27 October. 

Schedule

Speakers

Sponsors & Supporters

Industry Partners

Moneywise
MW Partners
BOQ
PSA
Guild