Infocus: DIY Financial Portfolios

Infocus: DIY Financial Portfolios

Take control of your financial future to learn how to make a basic financial portfolio in this free financial literacy session.

By City of Ryde

Date and time

Mon, 27 May 2024 6:00 PM - 7:30 PM AEST

Location

Ryde Library

1 Pope Street Ryde, NSW 2112 Australia

About this event

  • 1 hour 30 minutes

Join us at Ryde Library as you learn how anyone can make a basic financial portfolio. A portfolio is a collection of financial investments that can cover a range of different assets. They can include Investment Property, International shares, Australian Shares, Fixed Interest, Cash or Alternatives (Bitcoin/Crypto, Collectibles).

In this session, we discuss different types of Assets that can be used to build wealth, pros and cons of each asset and how they can be used to construct your own financial portfolio to create wealth specific to your own risk profile. We will help demystify share portfolios by discussing apps, platforms, basic share trades, and ETFs V Active V Factor based Investing.

No sales or scams - just pure knowledge from Hae Chung who will simplify the financial jargon of investing and make increasing your financial literacy fun and easy. All information presented is general advice only and you should consult a qualified financial advisor before making any financial decisions.

About the Presenter

Hae Chung, BA, ADFP (FP), TAE, JP is the founder of Brainybucks Consultants, a team of independent experts who simplify the complex, so anyone has the power to question and make good decisions for themselves. Hae is an experienced qualified financial advisor who organically grew her financial planning practice specialising in HNW (High-Net-Worth) clients. She is qualified and experienced in SME (Small-to-Medium Enterprise) Investing, Financial planning, Investments, Securities & Derivatives, Margin Lending, Insurance and SMSF (Self Managed Super Funds).

She is also a trainer, advisor and assessor of financial advisors, has consulted for Global Investment banks and the Big 4 Consulting firms. Having started her career as an English teacher, she can simplify the ‘non sense’ of the Financial world into ‘sensible’ and ‘useful’.

Organised by

The City of Ryde occupies an area of  40.651 sq kms between the Parramatta and Lane Cove Rivers, and has 16 suburbs within its boundaries. It is approximately 12kms from the centre of Sydney.

The City of Ryde boasts some of the most beautiful, historic and culturaly rich town centres in Sydney. As well as vibrant town centres, each year thousands of people from all over Sydney come to enjoy our events and festivals, parks and playgrounds.

For more information go to www.ryde.nsw.gov.au or call our Customer Service Centre on 9952 8222.

Free