Milestone Financial Group is upgrading services to Financial Advisers to better enable them to provide superior investment outcomes for their clients. A core part of the service are 3 limited audience adviser forums each year.

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.

"We want these days to be challenging and engaging and not death by PowerPoint," said Grant Pearson Milestone's General Manager. He went on to say, "Advisers will be involved in the process across the day. One rule we have set ourselves is that you must be able to use what is shared with a client the very next day back in your office. It has to be more than just interesting; it must also be highly applicable and practical"

About:

• 8am for 8.30 sharp start - 2.45pm finish

• Professional Development Credits available

• Discounted hotel rates (email carla.fisher@milestone.co.nz for details)

• Easy parking next door to the venue

Secure your seat today