Financial health

Investing in the share market is easier than you may think

Feb 18th, 2021 • 12:30pm - 1:30pm AEDT
Presented by:  Matthew Swartz, Senior Portfolio Manager Arjun Shanker, Business Development Manager - Managed Funds
Gain insight into our portfolio construction and methodology behind our high performing Managed Funds

Whitepaper: Financial Health

Dec 12th, 2020
Author:  Tim Lincoln, Co-Founder and Chief Investment Officer
In this Whitepaper, we share our Financial Health Model – your foundation to investment success.

Whitepaper: The Golden Rules

Dec 11th, 2020
Author:  Tim Lincoln, Co-Founder and Chief Investment Officer
In this Whitepaper, we share the 9 Golden Rules for successful share market investing.

Take control of your financial future

Jan 20th, 2021 • 1hr 10mins
Presented by:  Kien Trinh, Head of Research Mathew Potts, Business Development Manager - Stock Doctor
Learn how to identify high quality, financially healthy, growth and income opportunities.

The secrets behind our investment success and how you can benefit in 2021

Dec 17th, 2020 • 1hr 16mins
Presented by:  Matthew Swartz, Senior Portfolio Manager Arjun Shanker, Business Development Manager - Managed Funds
We’re optimistic our investment approach favouring financially healthy, high-quality stocks will payoff 2021.

Top 5 Star Stocks on Santa’s list

Dec 8th, 2020 • 1hr 14mins
Presented by:  Kien Trinh, Head of Research Jacob Simonsen, Equities Analyst
Here’s how to find financially healthy ASX income and growth stocks for your portfolio.

Beat the RBA rate cut and boost your retirement saving

Nov 19th, 2020 • 1hr 4mins
Presented by:  Matthew Swartz, Senior Portfolio Manager Arjun Shanker, Business Development Manager - Managed Funds
Low interest rates are great for your mortgage, but are they permanently damaging the returns on your retirement nest egg?

Don’t let your share returns look like the current interest rate

Nov 10th, 2020
Presented by:  Kien Trinh, Head of Research Jacob Simonsen, Equities Analyst
Record low interest rates create a wonderful opportunity for DIY investors.

Our 3 Managed Fund solutions for market-leading returns

Oct 15th, 2020 • 1hr 30mins
Presented by:  Tim Lincoln, Co-Founder and Chief Investment Officer Matthew Swartz, Senior Portfolio Manager
Gain insight into our powerful Financial Health stock selection methodology.

Identify opportunities in volatile times

Oct 6th, 2020 • 1hr 13mins
Presented by:  Tim Lincoln, Co-Founder and Chief Investment Officer Kien Trinh, Head of Research
For the disciplined investor, volatility brings opportunity. Learn how to identify high quality growth and income opportunities.

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