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Hewison Insights

Navigating through choppy markets the challenge for trustees

Jason Clout; Alexandra Cain, Nathan Lear
Hewison Private Wealth
13 Nov 2018

Self-managed super fund trustees have faced challenging times as volatile investment markets complicate the task of building retirement income. HPW Financial Adviser & Director, Nathan Lear quoted in the Australian Financial Review, 13/11/18:

With access to so much data at our fingertips, I would encourage trustees to have a long-term investment strategy, and not get caught up in all the noise and short-term gyrations of the market. Have a plan as to how you would manage your portfolio in different market conditions.

Read the AFR article here

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.