Building for the future – Your super and other investments

Align your goals and investment profile, consider investments inside and outside of super
 

Date: Thursday, 19th August
Time: 12pm - 12.45pm

Topics covered: 

• The changing landscape of investing
• Align your goals and your investment profile
• Considerations for investing outside of super

 

In an everchanging and volatile world, how do you position yourself to take advantage of the opportunities like Tesla, Bitcoin and Afterpay whilst staying on track to achieve your retirement goals? Jenneke and Michelle will discuss: investing inside and outside superannuation, understanding your appetite for risk and protecting the downside as your work toward building your future nest egg.

After the discussion Jenneke will guide you through section two of our essential workbook, so you can set continue to build your own financial roadmap.

In preparation for your session – Please download our essential workbook ‘How to plan your finances in a changing world’ from this link https://www.plum.com.au/financial-workbook-edm

Speakers: Jenneke Mills – Manager Adviser Technical Support

                 Michelle Macguire – Principal Financial Adviser

IMPORTANT INFORMATION

This information has been provided by NULIS Nominees (Australia) Limited ABN 80 008 515 633, AFSL 236465 (NULIS), as Trustee of the MLC Super Fund ABN 70 732 426 024. NULIS is part of the IOOF Group of Companies, comprising IOOF Holdings Ltd ABN 49 100 103 722 and its related bodies corporate (IOOF Group). Plum Super is part of the MLC Super Fund.

This information is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. While care has been taken in preparing this information NULIS does not warrant, guarantee or otherwise represent that the information is accurate, reliable, complete or current. You should consider obtaining independent advice before making any financial decisions based on this information. It is recommended that you consider the relevant Plum Super Product Disclosure Statements (PDS) before you make any decisions about your superannuation. Target Market Determinations (TMDs) for relevant products are also required to be made available and considered by distributors. You can obtain a copy of the PDS (or other disclosure documents) and TMD by searching for the applicable product at plum.com.au or by calling us on 1300 55 7586.

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