Our next Quarterly Business Lunch will be held on Monday 31st May 2021 at noon.
The economic impacts of COVID–19 have significantly impacted self–funded retirees. While record-low interest rates are beneficial to those who carry debt, the opposite applies to those in the retirement phase. There has been no tougher time for those using their capital to fund their lifestyle in retirement.
However, sensible tilts can be made to a portfolio that can significantly improve investment outcomes. We will provide an in–depth insight into our research and investment selection process during the presentation. We will also deep dive into investments that are suited for a yield orientated portfolio.
The topics that we will cover include:
- With so many available investments, how do we filter down which companies or investments to research?
- The GFM research process
- What available tools do we (GFM) have to give us the edge when selecting investments?
- Why a reliable and growing yield is essential when in the retirement phase
- Our preferred investments for a yield orientated portfolio
If you are interested to attend, please click here to provide your details on the contact form.
We look forward to seeing you there.