Events

May 2, 2022|In Events, PPM Insights, Webinars

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The AIOFP (Association of Independently Owned Financial Professionals) was established in 1998 to differentiate the independently owned practices from the institutionally owned practices in the marketplace. With institutions now owning an alarming 80% of Planning Practices, the AIOFP provides an important element to the financial services market as it gives consumers choice and maintain balance.

PPM’s Hugh MacNally spoke to delegates of the need to understand that the role of the Investment Manager is a full-time job, and that Planners cannot expect to do it part-time. He pointed out that the PPM investment team had not only been together for a long period of time but provided essential sounding boards for each other with regards to the various opinions that invariably come up. He also stressed the need to spend time going to see the companies and a lot of time analysing the data.

On questioning the current economic situation Mr. MacNally replied: “We are going through a period where there’s concern about rising interest rates, inflation etc. That’s not an unusual situation and we may well have a period of economic downturn. Whether we have a period of major downturn is very hard to predict but that’s not the key element for client’s overall strategy. The key is focussing on the sorts of investments they’ve got and whether they can survive difficult times.”

“Clients are going to hold these investments for long periods of time and making predictions on economic conditions or the direction of the market over a short period of time is essentially futile. It’s like weather forecasting. Outside a short period of time, it’s useless. If you look at the chart of equities markets over the past 100 years, it’s bottom left-top right. All you’ve got to do is survive the downturns and that’s essentially the job of the Investment Manager – Make sure the client’s assets survive.”

For further details on how PPM works with Financial Planners contact: Warren Jones at wj@ppmfunds.com or 0422 819 116

The post PPM’s Hugh MacNally addresses delegates at the AIOFP Conference in the Hunter Valley appeared first on Private Portfolio Managers.

For further information about the luncheon, or general inquiries please contact India Hopper at ilh@ppmfunds.com

The post PPM Leaders’ Luncheon May appeared first on Private Portfolio Managers.

To celebrate we would like to share with you the secrets to investing success. Join this amazing event to hear from the money managers. This is an opportunity to hear from those who know how to be successful with money. This is your chance to ask all the questions you have ever wanted to ask. We will cover Superannuation, insurance, self managed super funds, share market investing and of course property.

Our Guest speakers are PPM – Private Portfolio Managers, who will talk about exciting ways to invest your money in SMAs and IMAs to create wealth. PPM have an excellent track record and have successfully managed many on Australia’s rich list for the past 20 years. Our speaker from PPM will be Hugh MacNally – Director and the founder of PPM.

Pamela will explain how you can access these investments using superannuation. Pamela will also talk about smart ways to make your money work for you.

Pierre will provide an update on the property market and what you can expect for 2018.

March 8, 10AM – 12PM

Waterman Business Centre – Chadstone Shopping Centre
UL40, 1341 Centre Dandenong Rd, Chadstone

Catering provided by Tall Dark & Nutty

Parking available

RSVP NOW

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For further information, please contact India Hopper at ilh@ppmfunds.com.

The post PPM Leaders’ Luncheon appeared first on Private Portfolio Managers.

“This informal luncheon will be a great opportunity to hear Andrea share her knowledge and experience of issues you should be considering if you want to grow your business in SMSF and strategic advice”.

The post How to Grow your Strategic SMSF Advice Practice appeared first on Private Portfolio Managers.

We were delighted catch up with so many familiar faces and enjoy a lovely sunny spring evening on the veranda overlooking the Domain and Sydney skyline.

The post PPM Annual Spring Drinks & Canapés appeared first on Private Portfolio Managers.