Wealth Management Breakfast - 1 November 2018

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DJ Carmichael hosted a Wealth Management Breakfast on ‘Investment Strategies for Children, Grandchildren and Families’.

140 people attended the breakfast at Parmelia Hilton and were warmly greeted and entertained by the Special Guest MC, Peter Rowsthorn before Davide Bosio welcomed guests and outlined the theme for the morning. Our guest speakers discussed strategies designed to help fund a child’s education and house deposit, as well as investing in Exchange Traded Funds (ETFs) for families and children.

The Guest Speakers were:

  • David Bassanese, Chief Economist, BetaShares
    3 Key Market Questions

  • Peter Harper, Executive Director, Capital Markets & Institutional Business, BetaShares
    Investing for your Children and Grandchildren using ETFs

  • Paul Elkington, Senior Wealth Adviser, DJ Carmichael
    Investing for Children and Grandchildren

*Clients who wish to meet with an adviser to discuss any of these strategies will receive a free insurance review if they arrange a meeting in the month of November.