Learn how to protect your assets and maximise returns in current financial times
mCorp presents 3 industry experts from Macquarie Bank, Aviva and one of our own experienced and market savvy financial planners, together they will help to guide you safely through the haze and uncertainty of managing and protecting your funds in today’s climate.
Some say the current financial crisis happens only once in 100 years! History tells us that the markets operate in cycles and now is no different. Regardless of the fear and hype generated from the media we are simply experiencing a down turned market – and in time the tides will turn!
No matter what market condition present, we may need to adjust our strategy to suit our own personal circumstance and the underlying investment climate. Now is a time to review your position and plan for consolidation or protection. Further, you may actually be perfectly poised to take advantage of an undervalued market and in line for investment expansion.
Generate Higher Returns
Common perceptions suggest that a higher risk strategy equals greater reward. But what if you could generate higher returns while still having protection mechanisms in place? Savvy investors use creativity and experience in the market to identify niche opportunities to maximise returns while protecting their position. In this session experts from the field will share some techniques that can be used to maintain your investing in the current climate without the associated high-level risk.
The Risk & Reward evening presents three qualified experts from different areas of the financial markets to help you safely navigate your way to calmer waters. The areas covered include:
- Wealth management
- Personal Cover and Investment Protection
- Managed Investments
Macquarie Bank
Managing risk and reward in an investment portfolio is a key part of any long-term wealth management plan. Learn more about an investment solution that provides you with the security of a bank deposit as well as exposure to the out-performance of the S&P/ASX 200 index at maturity. From Macquarie on the night we have Jonathon Webster.
When it comes to protecting your family
How much protection does a family need?
That's a difficult question because it depends on so many factors that can't be predicted - like how long you will live.
A simple approach is to plan for the worst case scenario and decide how much money surviving family members and loved ones will need. Aviva Australia is helping mCorp Financial Solutions to deliver innovative life insurance, investments and superannuation solutions.
What is 'underinsurance'?
Underinsurance or insufficient cover could mean that you and your loved ones are inadequately protected in the event of illness, accident, disability or death.
Having the appropriate level of cover can be the difference in the income you and your family have to help you maintain the lifestyle you’re accustomed to. Russell Hannah will be covering these topics on the night.
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Stephen Trenorden is a Certified Financial Planner and Certified Insurance Professional has been involved in the Financial Services Industry for over 27 years, 12 years of which he has been providing financial planning advice to many professionals and their clients.
Stephen has consulted to major Life Companies, Government and Union Bodies and Employers/ Employer Bodies on superannuation and risk management, he also performed a key role in pioneering and establishment of the Financial Services Franchise Structure with one of Australia’s largest financial services groups.
Stephen as part of the mCorp Financial Solutions team takes a holistic approach to private financial planning, which incorporates how to best structure clients financial affairs to create, enhance and protect their wealth.
Jonathan is responsible for the distribution of structured and alternative investments and business development in Melbourne and Tasmania.
Jonathan joined Macquarie in 2008 after having spent four years as Victorian & Western Australian State Manager at Netwealth Investments. Prior to this Jonathan worked in Corporate Finance at UBS Warburg. Jonathan holds Bachelor degrees in Commerce, Electronic Commerce, and also a Masters degree in Applied Finance & Investment. 
Russell is widely regarded as being part of the ‘new breed’ of risk specialists within the financial services industry. Russell has positioned himself, through education, training and experience, as a subject matter expert in the areas of estate planning and business risk insurance. Russell re-joined Aviva in July 2008 having previously worked with the group as a specialist Risk Business Development Manager (BDM).