Milestone Financial Roadshow

4 May 2021

Milestone Financial Group is upgrading services to Financial Advisers to better enable them to provide superior investment outcomes for their clients.

This Roadshow continues on from the last one but to a more detailed level; with a key focus on the nuts and bolts of constructing income for clients. Our innovative and highly successful structure to the day enjoyed by all will continue. Fast paced, plenary’s, tutorials, panels and a ‘Great Debate’, ending by 2.45pm.

During the day you will hear from income portfolio managers, researchers and asset allocators, along with a presentation on what the Milestone Investment Committee have been working towards over the last 6 months, especially in relation to income and fixed interest. The Milestone portfolio construction software will be on show with a demo login provided to all attendees to view at your own convenience.

Additionally, we will take a small yet important detour away from portfolio construction to look at PI. The issues and the challenges for advisers and FAPs. We have secured experts on the topic from a leading national law firm and an international broker to look at the tips and traps and their view on the future. We hope you can join us.

Event location

Peppers Clearwater Resort, Clearwater Avenue, Christchurch

Event date/time

4th May 2021 8:00 am for an 8:30 am sharp start and finishing by 2:35 pm

Event contact information

carla.fisher@milestone.co.nz

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