Investments Insights & Economic Update Lunch | Event | Wagga Wagga

This event will be held on Thursday, 7 March 2024.

The RSM team invite you to an exclusive lunch event, where we will be joined by David Berthon-Jones CFA, Chief Investment Officer of Aequitas Investment Partners – a professional asset consultant and portfolio manager that works closely with Paul, Sean and Dean of RSM Financial Services and their clientele across Australia. 

In this discussion, David and the Aequitas team will explore the following areas through a thought provoking conversation:

  • How inflation affects your day-to-day cost of living, business strategies, and investment portfolios.
  • The impact of high interest rates and inflation on your business strategy and investment decisions.
  • Aequitas Investment Partners’ approach in partnership with RSM Financial Services and how high-quality investment solutions are delivered to clients.

For more information on the event, please email Sean Walsh at [email protected]