What’s the Right Asset Allocation for You?

Australian Investors Association

The goal of asset allocation is to create a diversified portfolio that balances risk and reward and maximizes returns while minimizing risk.

11 Help St

<h1>About this event</h1>As the financial year comes to a close, now is the perfect time to give your portfolio a “check-up” and potentially rethink your asset allocation! On 13th June we’re hosting a presentation on the importance of Asset Allocation. The goal of asset allocation is to create a diversified portfolio that balances risk and reward and maximizes returns while minimizing risk. Our speaker, Hannah Hooper from Stockspot will discuss how asset allocation can help you achieve your long-term financial goals while minimizing the impact of short-term market fluctuations. Hannah is going to break it down for us and cover:<ul><li>Selecting your asset allocation by asset class and geography</li><li>Combining the right investments </li><li>Portfolio Management. </li></ul>Book today to receive a copy of the presentation PDF by email. Sorry, but we cannot issue refunds as we prepay for catering.

WIN 1 of 3 INVESTING BOOKS!Roger Kinsky has utilized his 30 years of teaching experience and 40 years experience in share trading to simplify complex subjects in these highly praised books.Barbara Smith &amp; Cathy Kovacs have written a classic book to help SMSF Trustees get the most out of their super. Topics include private equity, hybrid securities, capital preservation &amp; franking credits. Come to catch-up with fellow AIA members and other like-minded investors over tea &amp; biscuits. Bring your questions!

<h2>Hannah Hooper </h2><h3>Investment Adviser, Client Care &amp; Advice/Stockspot</h3>Hannah works as an Investment Advisor for Australia's largest online investment advisor, Stockspot. Prior to Stockspot, Hannah worked across both retail and institutional broking during her time at CommSec and IG Markets. At a young age Hannah was exposed to investing and she has had a passion for financial markets ever since. She holds a Bachelor of Business (Finance) from the University of Technology Sydney (UTS), has completed her Diploma in Stockbroking, and is accredited in Tier 1 Derivatives &amp; Margin Lending (General Advice).

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