Lincoln Indicators delivered the National ASA Masterclass Training in October. The roadshow visited Sydney, Melbourne, Brisbane and Adelaide.
The purpose of this Masterclass was to educate Australian’s on share market investing.
Each session provided a forum for attendees to spend valuable time with our Director of Research & Education, Elio D’Amato. Learning how to take a disciplined approach, aligned to individuals objectives and risk profile.
The sessions covered two fundamental topics;
- Principles of successful portfolio management, and
- How to build a portfolio relative to your objectives.
The two topics gave attendees a great framework to take away and build on.
Feedback from the events has been overwhelmingly positive. Attendees reported feeling more confident, better informed, and well equipped with the right knowledge.
Our aim, is to build attendees into confident share market investors. We do this by providing practical ways they can reduce their risk, sticking to an investment objective, and being patient. It’s worth it in the end, because they maximise their portfolio and that gives them freedom to enjoy their retirement years.
Bob and Norma Carter from Brisbane said they:
“found that the fact that the course concentrated on each individual persons needs, rather than the choice of shares, was very interesting. We realised that the same points apply to all forms of investing, particularly how your personality can effect buying and selling… This was very positive information.”
Lincoln Indicators are proud to be part of this initiative. It supports our objective, of “helping share market investors to invest with confidence and peace of mind relative to their objectives“. We believe anyone can be a successful share market investor, provided they’re given the right tools and knowledge.
Taking part in events such as these, is a great way for us to share our knowledge and tools, which in turn, gives attendees a great foundation of knowledge to build on.
Keep an eye on our Events page for future events and webinars that may be of interest to you. Or better yet, subscribe to Lincoln Insights and have all the latest updates delivered directly to your inbox.
Important: Lincoln Indicators Pty Limited ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This blog may contain general financial product advice. It has been prepared without taking account of your personal circumstances (including your objectives, financial situation or needs) and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. You should read and consider our Disclaimer for more Important Information and our Financial Services Guide (FSG) which sets out key information about the services we provide. The Disclaimer and FSG are available at www.lincolnindicators.com.au.