Optimising Wealth: Investment Insights with Lonsec

Date: 13th March 2024
Time: 7:30am - 9:00am
Location: HLB Mann Judd Perth
RSVP Date: 6th March 2024
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At the heart of HLB Wealth’s investment philosophy is to help our clients Grow and Prosper, while Protecting everything that is important to them. Join us for an insightful breakfast seminar with invited guest speakers Leon Jennings and Nathan Lim from Lonsec, who will provide an update on investments and the outlook in markets.

With technological developments in Australia’s investment markets and more “noise” than ever before, we partner with Lonsec to provide us with clarity, research and the best ideas for our client portfolios. Investment experts such as Lonsec are crucial to ensure we can have the best possible chance to grow our clients’ wealth whilst managing risk at the forefront of change.

Lonsec will present on investment concepts, unpacking the differences between ‘managed funds,’ ‘model portfolios,’ and ‘managed portfolios’ and the benefits these structures can provide to your portfolio. They will also provide a timely update on the state of play in investment markets and how portfolios are being positioned to best manage risk in accordance with the current outlook.