Investor's Group Seminars

Speaker (TBC): Patrick Taylor is the Director and Analyst of Taylor Securities and has experience working in the Australian and UK stock markets for 20+ years. He has shared his work through the West Australian newspaper’s “Yield Hunter” column and Sunday Times Business section.
Taylor Securities offers investing strategy, trading advice and company research to commercial and retail clients looking for a portfolio-based approach to investing in Australian shares. Taylor Securities select its Growth Stocks from the ASX Top 500 and Income Stocks from the ASX Top 200. A typical preferred approach would be this: ​ - Hold 10-12 'Core' Income + Growth stocks selected from the ASX Top 200; - Have up to 5-6 'Non-Core' Growth stocks selected from the ASX Top 500.

Bespoke Wills and Estates (BWE) is a Perth based law firm that provides legal advice about Wills and estate planning matters. Topics will include: Estate planning; Enduring Power of Attorney (EPA); Advanced Health Directive (AHD) (substitute decision-maker/uploading AHD to MyHealth record); Executors & Probate; Getting Your Affairs In Order

It has proved impossible to arrange a guest speaker this month, largely due to EOFY workload. Instead this seminar will take the form of an open discussion around points of interest or concern to our members and guests. Cost: Members: $3.00 for tea Guests: $10.00

Speaker: Chris Young B.Com, GDipAppFin, Dip.FS (Fin. Planning), MCIFAA Topic: Various topics of interest to retirees Chris Young is an experienced Australian Financial Adviser and the founder of CY Financial Advice. With a passion for helping clients achieve their financial goals, Chris has dedicated his career to providing personalized financial planning services to individuals and...

Speaker:   Nigel Jenkins --- Private Wealth Manager, AdviceWest Topic:   ‘Income is the key to building your resilient retirement portfolio’ Having a steady stream of income allows you to cover your living expenses, save for the future, and withstand any unexpected financial challenges. By focusing on generating income, you can ensure that you have the...