Ratings process

ADVISERS TAKE THE LEAD

In filming this television series, I was fascinated to see the process of real investors going through a guided journey to understanding investing better. One of the better aspects of seeing this journey was witnessing how the three advisers guided their clients through the process.

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LONSEC ON DIRECT INVESTING

Investor interest in and engagement with direct investing and SMSF approaches has been steadily gaining momentum over the last 10 years. Recently, these strategies have overtaken traditional investment avenues such as retail super fund vehicles.

 

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