A different tack?

Low rates and a Covid-hangover will dominate the investment landscape for the next few years. So what does that mean for your investment portfolio, the income it generates and the lifestyle it supports?

In this interactive webinar, Perpetual Private looks at the economics of a vaccine-led recovery, the cash-crunch facing income investors and how an active approach to share investing worked for our clients in 2020 – and could work for you in 2021.

calendar

WEBINAR DETAILS

Date: Thursday 25 March 2021

Time: 12:30pm – 1:50pm

Format: Interactive webinar, including Q&A

Topics


Session 1: Navigating a post-Covid economy

Perpetual Private Investment Specialist, Amanda MacDonald, provides an underpinning economic update to help you chart your course for 2021. Amanda looks at how the big economic trends are shifting as the year unfolds and what this means for investors.

Session 2: Changing course: shares, active investing and beating the Covid-crash

Stephen Kench is Perpetual Private’s Head of Direct Equities. In this extended case study Stephen explains how an active approach minimised the Covid impact on clients’ share portfolios – and set up a stellar performance to end 2020. Stephen will also cover the outlook for 2021 and how shares can provide a growing income stream in retirement.

Session 3: Client Case Study

A key part of the Perpetual Private approach to advice is flexibility. In this session, Evan Hill, a Senior Perpetual Private Adviser, will share a true-life case study about how they worked with their clients to adjust investment strategies as the Covid-crisis evolved. They’ll also talk about how Perpetual Private advice is truly strategic – working with clients to integrate planning around investment structures, tax, super and much more.

Session 4: Live Q&A

In this session, Roxanne Gorman, a Senior Financial Adviser at Perpetual Private will lead an interactive Q&A, giving you the chance to ask the panel questions.


Speakers

Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information has been prepared by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial or other adviser, whether the information is suitable for your circumstances. The tax information contained in this document is not tax advice and should not be relied on as such. This information, including any assumptions and conclusions, is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. To view the Perpetual Group's Financial Services Guide, please click here.