DHM Partners, Business Advisors and Accountants, Mildura, Victoria

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DHM Private Wealth is pleased to invite you to:

DHM PRIVATE WEALTH CLIENT BRIEFING

Your invitation to learn more about investment options in 2011

Investment market turmoil may have prompted you to change your investments strategy in recent times. Is it time for a rethink?

DHM Private Wealth is delighted to invite you to attend our March 2011 Wealth Advice Briefing.  This interactive briefing will demonstrate strategies that can help you grow your wealth in 2011 and beyond.

 

What we’ll cover:

·       Economic & share market update – what can you expect from the markets in the coming months.

·       Investment Portfolio Construction – ways you can potentially reduce risk when investing.

The Economic & Share market updated will be presented by Mr Chris Molloy. Chris was appointed as the Chief Investment Officer for Morrows Private Wealth Pty Ltd in 2000.  Chris has a Masters degree in Applied Finance and Investments and will explain the key issues surrounding investing in growth assets in light of current market volatility.

 

The Portfolio Construction briefing will be conducted by Mr Murray Wyatt, Director of Morrows Private Wealth Pty Ltd.  Murray as Chair of the CPA Australia’s Superannuation Centre of Excellence has extensive knowledge of investment portfolio construction issues and is sought after to provide expert commentary to the press.

 

Murray will discuss how your goals, your investment timeframe and your attitude towards risk determine your investment strategy.

 

Date:   Wednesday 23rd of March 2011.

 

Time:   5.45pm (for 6:00pm start) concluding at 7.30pm.

 

DHM Partners invite you to stay for informal discussions and drinks & nibbles until 8:30pm

 

Venue: Mildura Grand Hotel (Don’s & Maria’s Room)- Cnr of Langtree Ave & 7th Street, Mildura

 

RSVP by Friday 18th March 2011 by calling DHM on 03 5021 1110, or

email: frederiquew@dhm-partners.com.au

 

 

Smart investors review their investment strategy on a regular basis because circumstances can, and do, change.


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