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Financial Planning Master Class – Maximising Investment Returns and the Current Market Conditions

AMA Members are welcome to join for an information packed masterclass and learn valuable tips & tools applicable to medical professionals in achieving financial goals.

Hosted by AMA (ACT) Corporate Partner Specialist Wealth Group and presented by leading industry specialists, the seminar will cover:

  • How to make money in a low Interest rate environment
  • How to Pay off your home loan, Reduce your Tax and Create Wealth

 

Register now for Financial Planning Master Class – Maximising Investment Returns and the Current Market. 

Date: Wednesday, 1 November 2017

Time: 4:00pm - 6pm

Venue: AMA Conference Centre, Level 3, 42 Macquarie Street, Barton ACT

Cost: Free (tea, coffee and light refreshments available)

RSVP: Karen Fraser (reception@ama-act.com.au)

See below for further information about each topic and who should attend.

 

Topic 1: How to make money in a low Interest rate environment

Who should attend?

Any doctor who is interested in building wealth or creating a comfortable retirement

 

What will be covered ?

With Interest rates at historic lows, what returns should people expect from their shares and property in the future? Take advantage of the current environment and learn the following

  • Accelerate your returns between now and retirement
  • Generate more income in retirement to support your lifestyle

Protect your portfolio from market downturns

 

Topic 2: How to pay off your home loan, Reduce your Tax and Create Wealth

Who should attend?

Any doctor who currently has a home loan or considering buying a home

 

What will be covered?

We have all been told you should pay off your home loan before starting to invest, however if you were told that you could pay your home loan off faster, reduce your tax and invest for your future without changing your currently monthly repayments, why wouldn’t you? Learn the impact of compound interest, along with the difference between Good and Bad debt and how these simple concepts can greatly affect your wealth creation.

 

Presented by:

Russell Price, Director of Specialist Wealth Group. Russell Price entered the Property and Financial Services Industry in 2003 and became involved in roles which have extended across all aspects of Financial Planning advice including; Insurance, Investments, Superannuation, Direct property, Tax and Estate planning advice. He then went on to work for nearly 7 years in a large financial advice business specialising in the Medical, Dental, Veterinary professionals where he became the key relationship manager for the Australian Medical Association NSW before progressing to run and manage the QLD state office. Finally, Russell then returned to his home of NSW and started his own firm Specialist Wealth Group providing holistic Financial Advice exclusively to the Medical professionals across Australia.  

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