MONEY MASTERS

Why clients develop home bias and how to get them out of it

Ed Blain. Investment Team Orbis Investments

This CPD course, featuring Wallabies star Bernard Foley, explores why clients may have regrets about their position on the property ladder and how to educate them about the cyclicality of certain investments.

What you'll learn /

This course will give you insights into: 

Explaining the value of diversifying an investment portfolio
Why clients develop home bias
Australians’ love-affair with property despite its cyclicality

About the expert /

Ed Blain /

Investment Team Orbis Investments


  • CPD hours1
  • Knowledge AreaSKILLS
  • TypeSECRETS OF THE MONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Why clients develop home bias and how to get them out of it

This CPD course, featuring Wallabies star Bernard Foley, explores why clients may have regrets about their position on the property ladder and how to educate them about the cyclicality of certain investments.

Find out more

01.

The benefits of a contrarian approach to asset allocation

In part 2 of this CPD course, we see Bernard and his adviser work out how to complement his existing Australian equities allocation with global investments to reduce regional and sector concentration.

Find out more

02.

Building complementary global portfolios to complement existing investment strategies

Part 3 of this CPD course sees Bernard developing a keener understanding of the value of contrarian investing and the discomfort clients can feel taking this kind of approach.

Find out more

03.

Test yourself /

WordPress Lightbox Plugin