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July 2020

End of Isolation & Financial Year, Social Event

Your team deserves to let off some steam after all those long hours and hard work. Enjoy the End of Isolation & Financial Year with the AFA. We will be providing finger food and a presentation on AFA Care.Date: Friday 17 JulyTime: 3-6pmVenue: Pineapple Hotel, 706 Main St, Kangaroo Point, BrisbaneCost: Free to all AFA members, guests & friends of the AFACatering: Finger Food To be providedRefreshments: Cash bar operatingAttendance: First in-Best dressed. Social Distancing Caps applyClick here to register The…

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AFA Charity Webinar Celebrity Service – NOW is the time

July 22 @ 2:00 pm - 3:00 pm

Right NOW is your opportunity to create an even greater service experience than you thought possible to delight your existing clients and attract new ones. Packed with inspiring stories and immediately implementable ideas, Geoff will help you discover the gap in your service that you never knew existed.Join us for what will be an interactive session with our special guest speaker Geoff Ramm and AFA award winners Ben Nash and Dawn Fraser sharing jaw-dropping ideas to attract more clients to…

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Assessing the opportunities for equity income

July 29 @ 11:00 am - 12:00 pm

Equity Income Fund Portfolio Manager Michael O'Neill, will discuss how Investors Mutual’s cautious and highly selective approach to investing, and prudent use of options strategies, is seeking to generate consistent and reliable income in the current environment.For those advisers with retiree clients seeking income in this record low interest rate environment, this session will provide insight into investing in Australian equities as a source income.Meet our guest speaker Michael O'Neill, Portfolio Manager for the Investors Mutual Equity Income FundAs a Portfolio…

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August 2020

How to build and implement goals based financial strategies to last a lifetime

August 4 @ 11:00 am - 12:00 pm

You’ll walk away from this session confident that despite your clients requiring different financial strategies in pre and post retirement, aligning a goals based advice and investment framework maximises the probability of your clients achieving their goals, needs and aspirations. You will also discover how a goals based investment approach that is centred on behavioural science and designed to help real people persevere in the face of market uncertainty, can be implemented through all life stages and better keep your…

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