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Is leverage good for you?
October 16, 2019 - 7:00 PM - 9:00 PM AEDT
Is leverage good for you or just a high risk strategy?
Presented by Chris Richardson, National Lending Manager & Matt Prain, Financial Adviser from Specialist Wealth Group, this seminar will outline:
- What leverage is and how it works
- Types of assets that can be used for leveraging.
- Smarter property investment techniques
- How leveraging can fit into your overall wealth creation strategies and scenarios unique to medical practitioners
- How the use of life insurance serves as a great tool for protection for your current needs and goals in relation to leveraging and financial wealth accumulation.
Who should attend:
Any AMA members who would like to get a better understanding of what leverage (gearing) is, how it can be used and the impact it can have for your long term wealth creation. These topics are relevant in every stage of your financial life.
About the presenters:
- Chris Richardson has recently joined the Specialist Wealth team as the National Lending Manager. He has been in the banking and finance industry for over 18 years and has spent over 10 years specialising in the healthcare industry. His skills and experience range from small businesses through to large corporates and ASX publicly listed entities. Chris brings a wealth of knowledge and experience in the industry and loves spending time working with clients on helping with their goals and wealth creation.
- Matt Prain has been working with Specialist Wealth Group as the Senior Financial Adviser since 2015, assisting clients with all their planning needs. With over 10 years of experience, Matt specialises in helping medical professionals with their insurance and protection needs. Insurance is about certainty, and Matthew uses his specialist knowledge of the industry to ensure the certainty is there for his clients at the time they need it most. With access to all major insurers and strong relationships built over many years, Matt can help his clients obtain the best terms possible.
This event is brought to you by Specialist Wealth Group, one of the AMA (NSW)'s Preferred Partners.
Date / Time
Wednesday, 16 October 2019
7:00pm - 9:00pm
AMA (NSW) Member: Free