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Investment Strategy

Hewison Private Wealth Investor Insight Series 10 November 2010 Chris Morcom – INVESTMENT STRATEGY Part 1

Chris Morcom
Partner/Private Client Adviser
10 Nov 2010

“Market Theory, Rebalancing and Investment Strategies” & Investment strategies shouldn’t be ‘set and forget’.

Following the success of our ‘superannuation and death taxes’ seminar held in May 2010, Hewison Private Wealth hosted another wealth management briefing as part of our Investor Insights Seminar Series.

Investment strategies shouldn’t be ‘set and forget’.

The investment and economic environment is constantly changing – making way for new opportunities and altering the risk and return profile for various asset classes.  Your goals and risk appetite may change too.

In this environment it is important to understand what drives investment markets and what that means in terms of your own portfolio. This event will provide an insight into market theory, investment strategies and portfolio rebalancing. 

Hosted by Hewison Private Wealth senior advisers, this free seminar and networking evening was designed to give you an insight into how professional investors identify market opportunities and approach investment strategy, and is a chance to for you to ask questions in an intimate setting and get up to speed on the latest wealth creation and protection strategies.


Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.