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Shift in thinking: How to manage personal wealth during COVID-19

With the next economic wave expected to hit when the government funding stops, it is helpful to understand the shifts that are taking place in the market and to take advantage of opportunities to grow your wealth.
Key Take-Aways:
- The type of changes that people are making to their spending habits to help loosen the budget belt
- What we have seen with clients portfolio and their concerns around the market volatility that COVID has presented
- Some of the strategies you can implement to take advantage of the current climate.
Presented by: Louise Davies, Senior Financial Advisor
Louise has been in the financial services industry since 2004. She thrives on providing holistic advice to her clients and enjoys guiding them along the journey of each life stage. Louise has a Bachelor of Commerce degree majoring in Financial Planning and Accounting. Over her career, Louise has been a highly sought guest speaker at many public events and in the media, some of which include; Today Tonight, The Every Women Expo, Secrets in the Garden, The Sattler Files and BumpWA.
 

Disclaimer:

The material shown in this presentation is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment or risk advice. This presentation provides an overview only and is not exhaustive.

Some of these ideas may not suit your own circumstances. Before acting on any of the information contained in this presentation you should obtain personal advice from a specialist investment or risk professional, which is appropriate to your specific investment or risk needs, objectives and financial situation.

Fortuna Wealth Management Pty Ltd ABN 19 608 602 277 is a Corporate Authorised Representatives of Synchron AFS Licence No 243313 for Financial Planning Services Only.

The Fortuna Insights Seminar - Shift in thinking_ How to manage personal wealth during COVID19