As part of the Optimal Wealth Education program, we are delighted to present the next in a series of workshops on the benefits and opportunities available from Exchange Traded Funds (ETFs). This will be presented in conjunction with one of Australia’s leading providers being ETF Securities.

According to Moneysmart, ETFs are a low-cost way to earn a return similar to an index or a commodity. They can also help to diversify your portfolio. Some of the ETFs that are currently available, or should be available soon, include:

• Australian & international share indexes
• Different sectors of the market including global technology, robotics and automation, biotech and finance
• Thematic investments including Battery Technology and Lithium and clean energy
• Ethical and responsible Investments
• Precious metals and commodities including Gold and Silver
• Cryptocurrencies including blockchain, Bitcoin and Ethereum
• Fixed income & foreign currencies

As part of this we will delve into what are the benefits including:

• Reduced investment cost
• Diversification (inside and outside of super)
• Investing in themes that offer greater growth potential
• Ease of trade
• Transparency

Speakers on the webinar are leaders in their respective fields being:

Chad Hitzeman-Senior Business Development Manager, ETF Securities

Chad is an ETF specialist and is responsible for servicing financial advisers, private banks and asset consultants across New South Wales, Victoria and Queensland. He joined ETF Securities in 2017. Chad is also a regular presenter on ETFs including on most business channels. Chad holds a Bachelor of Economics and a Bachelor of International Relations.

John Walker - Optimal Wealth Solutions

John is the Founder & Principal of Optimal Wealth Solutions and a Certified Financial Planner providing bespoke advice to clients on wealth creation and protection strategies.

Before establishing Optimal Wealth Solutions, John held senior management positions with premier international banking institutions, including Citigroup, BNP Paribas, Deutsche Bank and Bankers Trust, advising other banks and multi-national corporations on their finance and structuring activities.

The strength of John’s engagement with clients lies in creating bespoke financial plans considering client’s long-term goals, financial resources and ever-changing life circumstances, to help them confidently plan for the future.