What will be covered?

Knowledge Share Series Three – Property and Equity Portfolios 

We’ve helped many doctors grow their assets throughout their careers. At this event, the Walshs team and our invited property expert will share their experience and expertise to help you understand the options and benefits of property and equity portfolios.

In our property presentation Walshs’ Adviser Matt Gellweiler and James Freudigmann, Co-Founder and Director of PMC Property, will:

  • Take a deep dive into property trends and analysis
  • Look at suburb selection including infrastructure spend, property hot spots, and key suburb demographics
  • Address the First Home Owner Super Saver Scheme and lending structures

Walshs’ Simon Farmer and Peter Hodgson will address equity options including:

  • Portfolio construction
  • Active versus Passive investments
  • Geographic diversification

Food and drinks are provided… please advise of any dietary requirements when you RSVP.

Places are limited. If the event fills, we will plan another date later this year.

When: 20th September 2018 at 6:30pm (6:15pm arrival) – 8:00pm
RSVP: by COB 12th of September 2018

Please contact Marnie Nichols for more information or to RSVP.

View other series

SERIES ONE
SERIES TWO
SERIES THREE
SERIES FOUR