Information for advice professionals only.
Ercan Boduk; BT Technical Consultant, will be presenting "Gearing - Is it time to jump back on the roller-coaster?"
Borrowing to invest, particularly margin lending, has suffered an identity crisis since the GFC, when the market correction saw many retail investors lose a large portion of their life savings, and some even their homes. But with interest rates now at record low levels, many investors are still gun shy about using gearing as part of their wealth creation strategy, particularly given the significant ups and downs that can be experienced. This presentation will delve into the various possible ways to use leverage and gearing, as well as the important considerations to be aware of when doing so.
This webinar is accredited with CPD by the FPA.
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This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.